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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 | $18,050 | $62,589-71.2% | $76,768-76.5% | $64,173-71.9% |
| Participation rate | 54.8% | 72.8%-18.0pp | 77.0%-22.1pp | 69.6%-14.7pp |
| Annual return | -6.79% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,449 | $1,832-20.9% | $2,485-41.7% | $2,381-39.1% |
| Participant deferral / active EE | $2,280 | $3,145-27.5% | $3,852-40.8% | $3,470-34.3% |
| Admin fee / account holder | $802 | $4,667-82.8% | $6,675-88.0% | $4,887-83.6% |