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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 | $21,725 | $64,176-66.1% | $112,249-80.6% | $66,938-67.5% |
| Participation rate | 58.9% | 68.4%-9.6pp | 75.1%-16.2pp | 69.8%-10.9pp |
| Annual return | -17.13% | -13.80%-3.3pp | 27.48%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,025 | $3,007-32.7% | $3,636-44.3% | $2,545-20.4% |
| Participant deferral / active EE | $3,605 | $3,694-2.4% | $4,729-23.8% | $4,238-14.9% |
| Admin fee / account holder | $394 | $626-37.0% | $6,412-93.9% | $594-33.6% |