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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 | $14,545 | $73,009-80.1% | $90,756-84.0% | $68,495-78.8% |
| Participation rate | 58.1% | 70.8%-12.7pp | 75.7%-17.6pp | 67.9%-9.8pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,483 | $2,193-32.4% | $2,922-49.2% | $2,596-42.9% |
| Participant deferral / active EE | $3,283 | $3,626-9.5% | $4,565-28.1% | $4,028-18.5% |
| Admin fee / account holder | $6,317 | $5,896+7.1% | $8,445-25.2% | $5,403+16.9% |