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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 | $17,891 | $71,873-75.1% | $86,698-79.4% | $68,490-73.9% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -15.76% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,076 | $2,173-50.5% | $2,837-62.1% | $2,597-58.5% |
| Participant deferral / active EE | $2,685 | $3,779-28.9% | $4,656-42.3% | $4,028-33.3% |
| Admin fee / account holder | $3,418 | $6,110-44.1% | $7,492-54.4% | $5,403-36.7% |