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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 | $16,019 | $71,878-77.7% | $86,698-81.5% | $68,486-76.6% |
| Participation rate | 52.8% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -16.79% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $995 | $2,173-54.2% | $2,837-64.9% | $2,597-61.7% |
| Participant deferral / active EE | $1,970 | $3,779-47.9% | $4,656-57.7% | $4,028-51.1% |
| Admin fee / account holder | $998 | $6,113-83.7% | $7,493-86.7% | $5,404-81.5% |