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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 | $18,552 | $71,878-74.2% | $86,698-78.6% | $68,486-72.9% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-24.0pp | 67.9%-15.3pp |
| Annual return | -9.94% | 3.53%-13.5pp | 35.95%-45.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,414 | $2,173-34.9% | $2,837-50.1% | $2,597-45.5% |
| Participant deferral / active EE | $3,084 | $3,779-18.4% | $4,656-33.8% | $4,028-23.4% |
| Admin fee / account holder | $2,439 | $6,113-60.1% | $7,493-67.4% | $5,404-54.9% |