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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 | $15,129 | $62,586-75.8% | $76,766-80.3% | $64,181-76.4% |
| Participation rate | 52.2% | 72.8%-20.6pp | 77.0%-24.8pp | 69.6%-17.4pp |
| Annual return | -6.65% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,668 | $3,145-15.2% | $3,851-30.7% | $3,470-23.1% |
| Admin fee / account holder | $717 | $4,667-84.6% | $6,675-89.3% | $4,887-85.3% |