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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 | $14,501 | $211,946-93.2% | $169,452-91.4% | $135,380-89.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -7.19% | 3.26%-10.5pp | 1.83%-9.0pp | 519.81%-527.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,639 | $6,075-73.0% | $5,277-68.9% | $5,609-70.8% |
| Admin fee / account holder | $437 | $11,472-96.2% | $9,110-95.2% | $10,828-96.0% |