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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 | $14,681 | $100,792-85.4% | $86,691-83.1% | $134,509-89.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.04% | 29.08%-45.1pp | 35.94%-52.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,044 | $3,491-70.1% | $2,837-63.2% | $4,741-78.0% |
| Participant deferral / active EE | $2,174 | $5,339-59.3% | $4,656-53.3% | $6,400-66.0% |
| Admin fee / account holder | $2,728 | $10,924-75.0% | $7,492-63.6% | $11,427-76.1% |