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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 | $24,758 | $81,870-69.8% | $119,622-79.3% | $68,486-63.8% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -8.63% | -23.82%+15.2pp | -14.98%+6.4pp | -7.85%-0.8pp |
| Employer contribution / active EE | $3,388 | $2,692+25.9% | $4,232-20.0% | $2,597+30.5% |
| Participant deferral / active EE | $6,701 | $4,148+61.6% | $5,601+19.7% | $4,028+66.4% |
| Admin fee / account holder | $11,227 | $6,583+70.5% | $10,328+8.7% | $5,404+107.8% |