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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 | $14,945 | $71,873-79.2% | $86,698-82.8% | $68,490-78.2% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -13.42% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,652 | $2,173-24.0% | $2,837-41.8% | $2,597-36.4% |
| Participant deferral / active EE | $2,393 | $3,779-36.7% | $4,656-48.6% | $4,028-40.6% |
| Admin fee / account holder | $1,378 | $6,110-77.4% | $7,492-81.6% | $5,403-74.5% |