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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 | $17,554 | $140,592-87.5% | $123,106-85.7% | $125,388-86.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -1.18% | 16.80%-18.0pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,999 | $6,980-28.4% | $6,229-19.8% | $5,352-6.6% |
| Admin fee / account holder | $3,819 | $11,198-65.9% | $9,015-57.6% | $9,541-60.0% |