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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 | $16,847 | $73,009-76.9% | $90,760-81.4% | $68,486-75.4% |
| Participation rate | 63.2% | 70.8%-7.7pp | 75.7%-12.5pp | 67.9%-4.7pp |
| Annual return | -18.23% | -13.81%-4.4pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,851 | $3,626-48.9% | $4,565-59.4% | $4,028-54.0% |
| Admin fee / account holder | $524 | $5,896-91.1% | $8,444-93.8% | $5,404-90.3% |