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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 | $13,734 | $92,219-85.1% | $76,767-82.1% | $135,380-89.9% |
| Participation rate | 36.4% | 79.8%-43.4pp | 77.0%-40.6pp | 82.6%-46.3pp |
| Annual return | -4.37% | 5.46%-9.8pp | 2.43%-6.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,443 | $4,508-45.8% | $3,852-36.6% | $5,609-56.4% |
| Admin fee / account holder | $9,029 | $10,749-16.0% | $6,675+35.3% | $10,828-16.6% |