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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 | $17,958 | $71,873-75.0% | $86,698-79.3% | $68,490-73.8% |
| Participation rate | 53.7% | 72.2%-18.6pp | 76.6%-22.9pp | 67.9%-14.2pp |
| Annual return | -7.42% | 3.54%-11.0pp | 35.96%-43.4pp | -7.85%+0.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,762 | $3,779-53.4% | $4,656-62.2% | $4,028-56.3% |
| Admin fee / account holder | $1,335 | $6,110-78.1% | $7,492-82.2% | $5,403-75.3% |