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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 | $22,942 | $71,878-68.1% | $86,698-73.5% | $68,486-66.5% |
| Participation rate | 58.5% | 72.2%-13.8pp | 76.6%-18.1pp | 67.9%-9.4pp |
| Annual return | -18.32% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,075 | $2,173-50.5% | $2,837-62.1% | $2,597-58.6% |
| Participant deferral / active EE | $2,105 | $3,779-44.3% | $4,656-54.8% | $4,028-47.7% |
| Admin fee / account holder | $851 | $6,113-86.1% | $7,493-88.6% | $5,404-84.3% |