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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 | $20,068 | $72,404-72.3% | $110,243-81.8% | $64,173-68.7% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.7pp |
| Annual return | -6.92% | -6.29%-0.6pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $978 | $2,282-57.2% | $3,827-74.5% | $2,381-58.9% |
| Participant deferral / active EE | $3,164 | $3,469-8.8% | $4,672-32.3% | $3,470-8.8% |
| Admin fee / account holder | $2,287 | $5,664-59.6% | $8,548-73.2% | $4,887-53.2% |