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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 | $17,448 | $64,729-73.0% | $112,263-84.5% | $68,490-74.5% |
| Participation rate | 48.4% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,342 | $2,746-51.1% | $3,636-63.1% | $2,597-48.3% |
| Participant deferral / active EE | $2,481 | $3,566-30.4% | $4,729-47.5% | $4,028-38.4% |
| Admin fee / account holder | $1,546 | $5,222-70.4% | $6,410-75.9% | $5,403-71.4% |