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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 | $21,450 | $71,872-70.2% | $86,691-75.3% | $68,495-68.7% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.4pp |
| Annual return | -18.17% | 3.53%-21.7pp | 35.94%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,328 | $3,779-38.4% | $4,656-50.0% | $4,028-42.2% |
| Admin fee / account holder | $394 | $6,112-93.6% | $7,492-94.7% | $5,403-92.7% |