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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 | $17,675 | $50,947-65.3% | $74,549-76.3% | $64,173-72.5% |
| Participation rate | 42.0% | 61.1%-19.0pp | 69.1%-27.1pp | 69.6%-27.5pp |
| Annual return | -2.18% | -1.85%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,259 | $1,115+12.9% | $1,961-35.8% | $2,381-47.1% |
| Participant deferral / active EE | $1,545 | $2,302-32.9% | $3,108-50.3% | $3,470-55.5% |
| Admin fee / account holder | $31,420 | $4,221+644.4% | $5,059+521.1% | $4,887+542.9% |