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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 | $20,723 | $127,387-83.7% | $115,038-82.0% | $125,389-83.5% |
| Participation rate | 52.6% | 84.2%-31.5pp | 81.4%-28.7pp | 83.2%-30.6pp |
| Annual return | -2.06% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,495 | $6,423-61.2% | $6,026-58.6% | $5,352-53.4% |
| Admin fee / account holder | $4,559 | $9,516-52.1% | $8,175-44.2% | $9,541-52.2% |