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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 | $15,980 | $71,873-77.8% | $86,698-81.6% | $68,490-76.7% |
| Participation rate | 52.0% | 72.2%-20.2pp | 76.6%-24.6pp | 67.9%-15.9pp |
| Annual return | -15.09% | 3.54%-18.6pp | 35.96%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,173 | $2,173-46.0% | $2,837-58.7% | $2,597-54.8% |
| Participant deferral / active EE | $1,800 | $3,779-52.4% | $4,656-61.3% | $4,028-55.3% |
| Admin fee / account holder | $3,191 | $6,110-47.8% | $7,492-57.4% | $5,403-40.9% |