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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 | $19,564 | $81,870-76.1% | $119,622-83.6% | $68,486-71.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -15.83% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,950 | $2,692-27.6% | $4,232-53.9% | $2,597-24.9% |
| Participant deferral / active EE | $3,960 | $4,148-4.5% | $5,601-29.3% | $4,028-1.7% |
| Admin fee / account holder | $8,190 | $6,583+24.4% | $10,328-20.7% | $5,404+51.6% |