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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 | $18,954 | $61,660-69.3% | $80,022-76.3% | $64,173-70.5% |
| Participation rate | 60.2% | 71.7%-11.5pp | 75.8%-15.6pp | 69.6%-9.4pp |
| Annual return | -7.06% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,047 | $1,810-42.2% | $2,468-57.6% | $2,381-56.0% |
| Participant deferral / active EE | $1,933 | $2,968-34.9% | $3,686-47.6% | $3,470-44.3% |
| Admin fee / account holder | $8,859 | $5,417+63.5% | $6,521+35.8% | $4,887+81.3% |