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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 | $13,965 | $62,589-77.7% | $76,768-81.8% | $64,173-78.2% |
| Participation rate | 61.4% | 72.8%-11.5pp | 77.0%-15.6pp | 69.6%-8.2pp |
| Annual return | -2.93% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,320 | $1,832-27.9% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $1,988 | $3,145-36.8% | $3,852-48.4% | $3,470-42.7% |
| Admin fee / account holder | $1,640 | $4,667-64.9% | $6,675-75.4% | $4,887-66.4% |