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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 | $14,575 | $140,578-89.6% | $100,671-85.5% | $125,389-88.4% |
| Participation rate | 45.0% | 80.4%-35.4pp | 70.7%-25.7pp | 83.2%-38.2pp |
| Annual return | -0.14% | 24.67%-24.8pp | 20.43%-20.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,117 | $5,965-64.5% | $4,012-47.2% | $4,866-56.5% |
| Participant deferral / active EE | $2,474 | $3,981-37.9% | $3,144-21.3% | $5,352-53.8% |
| Admin fee / account holder | $10,754 | $6,716+60.1% | $4,850+121.7% | $9,541+12.7% |