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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 | $15,432 | $77,816-80.2% | $123,549-87.5% | $64,181-76.0% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.1pp |
| Annual return | -7.88% | 12.49%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,569 | $3,014-47.9% | $4,628-66.1% | $2,381-34.1% |
| Participant deferral / active EE | $2,437 | $5,240-53.5% | $6,426-62.1% | $3,470-29.8% |
| Admin fee / account holder | $731 | $5,519-86.7% | $9,284-92.1% | $4,887-85.0% |