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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 | $14,524 | $71,872-79.8% | $86,691-83.2% | $68,495-78.8% |
| Participation rate | 53.7% | 72.2%-18.5pp | 76.6%-22.9pp | 67.9%-14.2pp |
| Annual return | -14.78% | 3.53%-18.3pp | 35.94%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,072 | $2,173-50.7% | $2,837-62.2% | $2,596-58.7% |
| Participant deferral / active EE | $1,945 | $3,779-48.5% | $4,656-58.2% | $4,028-51.7% |
| Admin fee / account holder | $6,168 | $6,112+0.9% | $7,492-17.7% | $5,403+14.2% |