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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 | $16,575 | $142,361-88.4% | $119,608-86.1% | $134,509-87.7% |
| Participation rate | 41.2% | 82.8%-41.6pp | 79.3%-38.1pp | 81.2%-40.1pp |
| Annual return | -18.76% | -12.46%-6.3pp | -14.98%-3.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,990 | $6,468-69.2% | $5,601-64.5% | $6,400-68.9% |
| Admin fee / account holder | $1,178 | $13,588-91.3% | $10,326-88.6% | $11,427-89.7% |