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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 | $27,401 | $110,083-75.1% | $151,645-81.9% | $68,490-60.0% |
| Participation rate | 62.9% | 84.0%-21.1pp | 87.5%-24.6pp | 67.9%-5.0pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,574 | $4,470-64.8% | $6,165-74.5% | $2,597-39.4% |
| Participant deferral / active EE | $3,125 | $6,526-52.1% | $8,363-62.6% | $4,028-22.4% |
| Admin fee / account holder | $3,755 | $7,718-51.3% | $11,614-67.7% | $5,403-30.5% |