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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 | $19,479 | $61,660-68.4% | $80,022-75.7% | $64,173-69.6% |
| Participation rate | 64.6% | 71.7%-7.1pp | 75.8%-11.3pp | 69.6%-5.0pp |
| Annual return | -7.24% | -0.33%-6.9pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,046 | $1,810-42.2% | $2,468-57.6% | $2,381-56.1% |
| Participant deferral / active EE | $2,334 | $2,968-21.4% | $3,686-36.7% | $3,470-32.7% |
| Admin fee / account holder | $679 | $5,417-87.5% | $6,521-89.6% | $4,887-86.1% |