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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 | $16,456 | $59,813-72.5% | $79,580-79.3% | $68,486-76.0% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.5%-10.0pp | 67.9%-8.4pp |
| Annual return | -6.31% | -12.30%+6.0pp | 0.15%-6.5pp | -7.85%+1.5pp |
| Employer contribution / active EE | $2,524 | $1,505+67.7% | $2,413+4.6% | $2,597-2.8% |
| Participant deferral / active EE | $3,931 | $3,024+30.0% | $3,985-1.4% | $4,028-2.4% |
| Admin fee / account holder | $432 | $4,835-91.1% | $6,835-93.7% | $5,404-92.0% |