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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 | $23,215 | $71,873-67.7% | $86,698-73.2% | $68,490-66.1% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -17.44% | 3.54%-21.0pp | 35.96%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,581 | $2,173-27.3% | $2,837-44.3% | $2,597-39.1% |
| Participant deferral / active EE | $2,618 | $3,779-30.7% | $4,656-43.8% | $4,028-35.0% |
| Admin fee / account holder | $4,457 | $6,110-27.1% | $7,492-40.5% | $5,403-17.5% |