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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 | $21,234 | $73,009-70.9% | $90,756-76.6% | $68,495-69.0% |
| Participation rate | 63.3% | 70.8%-7.5pp | 75.7%-12.4pp | 67.9%-4.6pp |
| Annual return | -13.96% | -13.81%-0.1pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,183 | $2,193-46.0% | $2,922-59.5% | $2,596-54.4% |
| Participant deferral / active EE | $3,578 | $3,626-1.3% | $4,565-21.6% | $4,028-11.2% |
| Admin fee / account holder | $3,973 | $5,896-32.6% | $8,445-52.9% | $5,403-26.5% |