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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 | $16,860 | $50,947-66.9% | $74,551-77.4% | $64,173-73.7% |
| Participation rate | 41.9% | 61.1%-19.1pp | 69.1%-27.2pp | 69.6%-27.6pp |
| Annual return | -5.73% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,478 | $2,302+7.7% | $3,108-20.3% | $3,470-28.6% |
| Admin fee / account holder | $4,457 | $4,221+5.6% | $5,059-11.9% | $4,887-8.8% |