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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 | $22,765 | $65,437-65.2% | $86,698-73.7% | $66,949-66.0% |
| Participation rate | 59.8% | 75.5%-15.7pp | 76.6%-16.8pp | 69.8%-10.0pp |
| Annual return | -13.25% | -10.91%-2.3pp | 35.96%-49.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $1,572 | $2,154-27.0% | $2,837-44.6% | $2,545-38.2% |
| Participant deferral / active EE | $2,559 | $4,102-37.6% | $4,656-45.1% | $4,239-39.6% |
| Admin fee / account holder | $3,091 | $642+381.7% | $7,492-58.7% | $594+420.8% |