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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 | $21,360 | $73,009-70.7% | $90,756-76.5% | $68,495-68.8% |
| Participation rate | 65.4% | 70.8%-5.4pp | 75.7%-10.3pp | 67.9%-2.5pp |
| Annual return | -14.98% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,644 | $2,193-25.0% | $2,922-43.7% | $2,596-36.7% |
| Participant deferral / active EE | $4,429 | $3,626+22.2% | $4,565-3.0% | $4,028+10.0% |
| Admin fee / account holder | $4,884 | $5,896-17.2% | $8,445-42.2% | $5,403-9.6% |