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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 | $11,530 | $71,878-84.0% | $86,698-86.7% | $68,486-83.2% |
| Participation rate | 69.8% | 72.2%-2.5pp | 76.6%-6.8pp | 67.9%+1.9pp |
| Annual return | -16.58% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,998 | $3,779-47.1% | $4,656-57.1% | $4,028-50.4% |
| Admin fee / account holder | $970 | $6,113-84.1% | $7,493-87.1% | $5,404-82.1% |