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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 | $12,922 | $56,339-77.1% | $104,301-87.6% | $68,486-81.1% |
| Participation rate | 52.4% | 63.3%-10.9pp | 73.3%-20.9pp | 67.9%-15.5pp |
| Annual return | -16.81% | -9.19%-7.6pp | 24.61%-41.4pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,133 | $1,960-42.2% | $3,373-66.4% | $2,597-56.4% |
| Participant deferral / active EE | $1,712 | $3,077-44.4% | $4,626-63.0% | $4,028-57.5% |
| Admin fee / account holder | $5,413 | $4,902+10.4% | $7,340-26.3% | $5,404+0.2% |