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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 | $19,834 | $72,177-72.5% | $115,038-82.8% | $59,633-66.7% |
| Participation rate | 60.4% | 72.6%-12.2pp | 81.4%-21.0pp | 68.7%-8.3pp |
| Annual return | -2.22% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,046 | $2,841-63.2% | $4,608-77.3% | $2,203-52.5% |
| Participant deferral / active EE | $6,108 | $4,783+27.7% | $6,026+1.4% | $3,192+91.4% |
| Admin fee / account holder | $2,054 | $4,927-58.3% | $8,175-74.9% | $4,297-52.2% |