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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 | $20,884 | $81,870-74.5% | $119,608-82.5% | $68,495-69.5% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -18.52% | -23.82%+5.3pp | -14.98%-3.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,436 | $4,148-41.3% | $5,601-56.5% | $4,028-39.5% |
| Admin fee / account holder | $1,908 | $6,583-71.0% | $10,326-81.5% | $5,403-64.7% |