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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 | $13,349 | $71,872-81.4% | $86,691-84.6% | $68,495-80.5% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | -9.39% | 3.53%-12.9pp | 35.94%-45.3pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,288 | $2,173-40.7% | $2,837-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,796 | $3,779-26.0% | $4,656-40.0% | $4,028-30.6% |
| Admin fee / account holder | $1,838 | $6,112-69.9% | $7,492-75.5% | $5,403-66.0% |