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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 | $21,130 | $73,009-71.1% | $90,760-76.7% | $68,486-69.1% |
| Participation rate | 55.0% | 70.8%-15.8pp | 75.7%-20.7pp | 67.9%-12.9pp |
| Annual return | -14.99% | -13.81%-1.2pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,181 | $2,193-46.1% | $2,922-59.6% | $2,597-54.5% |
| Participant deferral / active EE | $2,357 | $3,626-35.0% | $4,565-48.4% | $4,028-41.5% |
| Admin fee / account holder | $3,787 | $5,896-35.8% | $8,444-55.2% | $5,404-29.9% |