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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 | $20,213 | $62,586-67.7% | $76,766-73.7% | $64,181-68.5% |
| Participation rate | 55.0% | 72.8%-17.8pp | 77.0%-22.0pp | 69.6%-14.6pp |
| Annual return | -7.45% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,333 | $1,832-27.2% | $2,485-46.4% | $2,381-44.0% |
| Participant deferral / active EE | $2,095 | $3,145-33.4% | $3,851-45.6% | $3,470-39.6% |
| Admin fee / account holder | $1,249 | $4,667-73.2% | $6,675-81.3% | $4,887-74.4% |