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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 | $15,913 | $158,852-90.0% | $121,220-86.9% | $135,380-88.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 0.44% | -0.64%+1.1pp | 16.94%-16.5pp | 519.81%-519.4pp |
| Employer contribution / active EE | $2,451 | $5,666-56.7% | $4,023-39.1% | $4,779-48.7% |
| Participant deferral / active EE | $1,626 | $4,006-59.4% | $3,345-51.4% | $5,609-71.0% |
| Admin fee / account holder | $7,337 | $6,515+12.6% | $5,021+46.1% | $10,828-32.2% |