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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 | $18,588 | $72,404-74.3% | $110,241-83.1% | $64,181-71.0% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.2pp |
| Annual return | -0.11% | -6.29%+6.2pp | 314.75%-314.9pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,536 | $2,282-32.7% | $3,827-59.9% | $2,381-35.5% |
| Participant deferral / active EE | $2,171 | $3,469-37.4% | $4,672-53.5% | $3,470-37.4% |
| Admin fee / account holder | $11,179 | $5,664+97.4% | $8,548+30.8% | $4,887+128.7% |