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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 | $22,850 | $73,009-68.7% | $90,760-74.8% | $68,486-66.6% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -17.37% | -13.81%-3.6pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $691 | $2,193-68.5% | $2,922-76.3% | $2,597-73.4% |
| Participant deferral / active EE | $1,813 | $3,626-50.0% | $4,565-60.3% | $4,028-55.0% |
| Admin fee / account holder | $2,650 | $5,896-55.1% | $8,444-68.6% | $5,404-51.0% |