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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 | $18,381 | $62,583-70.6% | $76,767-76.1% | $64,173-71.4% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.2pp | 69.6%-9.8pp |
| Annual return | -7.33% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,190 | $1,832-35.0% | $2,485-52.1% | $2,381-50.0% |
| Participant deferral / active EE | $1,564 | $3,145-50.3% | $3,852-59.4% | $3,470-54.9% |
| Admin fee / account holder | $1,051 | $4,667-77.5% | $6,675-84.3% | $4,887-78.5% |