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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,199 | $211,946-91.4% | $169,452-89.3% | $135,380-86.6% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -6.82% | 3.26%-10.1pp | 1.83%-8.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,482 | $5,117-71.0% | $4,157-64.4% | $4,779-69.0% |
| Participant deferral / active EE | $2,076 | $6,075-65.8% | $5,277-60.7% | $5,609-63.0% |
| Admin fee / account holder | $5,778 | $11,472-49.6% | $9,110-36.6% | $10,828-46.6% |