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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 | $15,847 | $71,873-78.0% | $86,698-81.7% | $68,490-76.9% |
| Participation rate | 44.7% | 72.2%-27.5pp | 76.6%-31.9pp | 67.9%-23.2pp |
| Annual return | -10.85% | 3.54%-14.4pp | 35.96%-46.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,041 | $2,173-52.1% | $2,837-63.3% | $2,597-59.9% |
| Participant deferral / active EE | $1,997 | $3,779-47.2% | $4,656-57.1% | $4,028-50.4% |
| Admin fee / account holder | $5,449 | $6,110-10.8% | $7,492-27.3% | $5,403+0.9% |