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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 | $21,645 | $71,873-69.9% | $86,698-75.0% | $68,490-68.4% |
| Participation rate | 67.1% | 72.2%-5.1pp | 76.6%-9.5pp | 67.9%-0.8pp |
| Annual return | -17.44% | 3.54%-21.0pp | 35.96%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,635 | $2,173-24.8% | $2,837-42.4% | $2,597-37.0% |
| Participant deferral / active EE | $3,422 | $3,779-9.5% | $4,656-26.5% | $4,028-15.0% |
| Admin fee / account holder | $2,143 | $6,110-64.9% | $7,492-71.4% | $5,403-60.3% |