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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 | $15,855 | $56,339-71.9% | $104,301-84.8% | $68,486-76.8% |
| Participation rate | 61.3% | 63.3%-2.0pp | 73.3%-12.0pp | 67.9%-6.6pp |
| Annual return | -19.05% | -9.19%-9.9pp | 24.61%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,293 | $1,960+17.0% | $3,373-32.0% | $2,597-11.7% |
| Participant deferral / active EE | $3,361 | $3,077+9.2% | $4,626-27.3% | $4,028-16.6% |
| Admin fee / account holder | $564 | $4,902-88.5% | $7,340-92.3% | $5,404-89.6% |