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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 | $16,510 | $64,719-74.5% | $112,249-85.3% | $68,486-75.9% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.8pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.48%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,923 | $2,747-30.0% | $3,636-47.1% | $2,597-25.9% |
| Participant deferral / active EE | $3,302 | $3,565-7.4% | $4,729-30.2% | $4,028-18.0% |
| Admin fee / account holder | $2,596 | $5,232-50.4% | $6,412-59.5% | $5,404-52.0% |