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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 | $22,687 | $62,583-63.7% | $76,767-70.4% | $64,173-64.6% |
| Participation rate | 62.2% | 72.8%-10.7pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | -4.50% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $989 | $1,832-46.0% | $2,485-60.2% | $2,381-58.5% |
| Participant deferral / active EE | $2,103 | $3,145-33.1% | $3,852-45.4% | $3,470-39.4% |
| Admin fee / account holder | $3,033 | $4,667-35.0% | $6,675-54.6% | $4,887-38.0% |