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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 | $16,099 | $64,719-75.1% | $112,249-85.7% | $68,486-76.5% |
| Participation rate | 40.4% | 67.2%-26.7pp | 75.1%-34.6pp | 67.9%-27.4pp |
| Annual return | -4.19% | -11.40%+7.2pp | 27.48%-31.7pp | -7.85%+3.7pp |
| Employer contribution / active EE | $1,172 | $2,747-57.3% | $3,636-67.8% | $2,597-54.9% |
| Participant deferral / active EE | $2,072 | $3,565-41.9% | $4,729-56.2% | $4,028-48.5% |
| Admin fee / account holder | $621 | $5,232-88.1% | $6,412-90.3% | $5,404-88.5% |