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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 | $18,912 | $62,583-69.8% | $76,767-75.4% | $64,173-70.5% |
| Participation rate | 53.3% | 72.8%-19.5pp | 77.0%-23.6pp | 69.6%-16.2pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,379 | $1,832-24.7% | $2,485-44.5% | $2,381-42.1% |
| Participant deferral / active EE | $2,866 | $3,145-8.9% | $3,852-25.6% | $3,470-17.4% |
| Admin fee / account holder | $12,746 | $4,667+173.1% | $6,675+90.9% | $4,887+160.8% |