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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 | $23,528 | $72,404-67.5% | $110,243-78.7% | $64,173-63.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -5.80% | -6.29%+0.5pp | 314.76%-320.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,891 | $2,282-17.1% | $3,827-50.6% | $2,381-20.6% |
| Participant deferral / active EE | $2,781 | $3,469-19.8% | $4,672-40.5% | $3,470-19.8% |
| Admin fee / account holder | $6,025 | $5,664+6.4% | $8,548-29.5% | $4,887+23.3% |