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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 | $25,486 | $110,083-76.8% | $151,628-83.2% | $68,495-62.8% |
| Participation rate | 32.5% | 84.0%-51.5pp | 87.5%-55.0pp | 67.9%-35.4pp |
| Annual return | -15.49% | -10.12%-5.4pp | 3.34%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,385 | $4,470-69.0% | $6,165-77.5% | $2,596-46.7% |
| Participant deferral / active EE | $3,836 | $6,526-41.2% | $8,363-54.1% | $4,028-4.7% |
| Admin fee / account holder | $581 | $7,718-92.5% | $11,613-95.0% | $5,403-89.2% |