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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 | $20,726 | $61,660-66.4% | $80,022-74.1% | $64,173-67.7% |
| Participation rate | 59.1% | 71.7%-12.6pp | 75.8%-16.7pp | 69.6%-10.5pp |
| Annual return | -4.91% | -0.33%-4.6pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,798 | $2,968-39.4% | $3,686-51.2% | $3,470-48.2% |
| Admin fee / account holder | $3,534 | $5,417-34.8% | $6,521-45.8% | $4,887-27.7% |