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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 | $21,584 | $54,380-60.3% | $68,509-68.5% | $59,633-63.8% |
| Participation rate | 61.3% | 70.2%-8.9pp | 74.7%-13.4pp | 68.7%-7.4pp |
| Annual return | -1.12% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,172 | $1,539-23.8% | $2,278-48.5% | $2,203-46.8% |
| Participant deferral / active EE | $1,596 | $2,643-39.6% | $3,382-52.8% | $3,192-50.0% |
| Admin fee / account holder | $3,440 | $3,885-11.5% | $5,275-34.8% | $4,297-19.9% |