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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 | $17,567 | $110,083-84.0% | $151,639-88.4% | $68,486-74.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | -17.94% | -10.12%-7.8pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,554 | $6,526-30.2% | $8,363-45.5% | $4,028+13.1% |
| Admin fee / account holder | $6,472 | $7,718-16.1% | $11,613-44.3% | $5,404+19.8% |