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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 | $22,724 | $81,870-72.2% | $119,608-81.0% | $68,495-66.8% |
| Participation rate | 40.7% | 71.9%-31.2pp | 79.3%-38.5pp | 67.9%-27.2pp |
| Annual return | -18.76% | -23.82%+5.1pp | -14.98%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,593 | $4,148-37.5% | $5,601-53.7% | $4,028-35.6% |
| Admin fee / account holder | $856 | $6,583-87.0% | $10,326-91.7% | $5,403-84.2% |