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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 | $16,741 | $158,852-89.5% | $121,220-86.2% | $135,380-87.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -8.23% | -0.64%-7.6pp | 16.94%-25.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,353 | $5,666-76.1% | $4,023-66.4% | $4,779-71.7% |
| Participant deferral / active EE | $2,537 | $4,006-36.7% | $3,345-24.2% | $5,609-54.8% |
| Admin fee / account holder | $4,237 | $6,515-35.0% | $5,021-15.6% | $10,828-60.9% |