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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 | $20,701 | $71,878-71.2% | $86,698-76.1% | $68,486-69.8% |
| Participation rate | 51.2% | 72.2%-21.0pp | 76.6%-25.4pp | 67.9%-16.7pp |
| Annual return | -17.74% | 3.53%-21.3pp | 35.95%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,879 | $2,173+32.5% | $2,837+1.5% | $2,597+10.9% |
| Participant deferral / active EE | $5,186 | $3,779+37.2% | $4,656+11.4% | $4,028+28.8% |
| Admin fee / account holder | $1,872 | $6,113-69.4% | $7,493-75.0% | $5,404-65.4% |