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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 | $23,307 | $72,620-67.9% | $90,756-74.3% | $66,930-65.2% |
| Participation rate | 59.8% | 73.7%-13.9pp | 75.7%-15.9pp | 69.8%-10.0pp |
| Annual return | -17.25% | -12.28%-5.0pp | -12.16%-5.1pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,444 | $2,369-39.1% | $2,922-50.6% | $2,545-43.3% |
| Participant deferral / active EE | $2,551 | $3,979-35.9% | $4,565-44.1% | $4,238-39.8% |
| Admin fee / account holder | $2,545 | $707+259.8% | $8,445-69.9% | $593+328.8% |