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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 | $16,236 | $77,816-79.1% | $123,549-86.9% | $64,181-74.7% |
| Participation rate | 34.8% | 74.7%-39.9pp | 82.3%-47.5pp | 69.6%-34.7pp |
| Annual return | -5.42% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,885 | $5,240-44.9% | $6,426-55.1% | $3,470-16.9% |
| Admin fee / account holder | $6,727 | $5,519+21.9% | $9,284-27.5% | $4,887+37.7% |