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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 | $18,462 | $71,872-74.3% | $86,691-78.7% | $68,495-73.0% |
| Participation rate | 69.6% | 72.2%-2.6pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -11.85% | 3.53%-15.4pp | 35.94%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,094 | $2,173-49.7% | $2,837-61.4% | $2,596-57.9% |
| Participant deferral / active EE | $3,123 | $3,779-17.4% | $4,656-32.9% | $4,028-22.5% |
| Admin fee / account holder | $8,361 | $6,112+36.8% | $7,492+11.6% | $5,403+54.7% |