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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 | $20,808 | $71,873-71.0% | $86,698-76.0% | $68,490-69.6% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -18.28% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,255 | $2,173-42.3% | $2,837-55.8% | $2,597-51.7% |
| Participant deferral / active EE | $1,854 | $3,779-50.9% | $4,656-60.2% | $4,028-54.0% |
| Admin fee / account holder | $2,233 | $6,110-63.5% | $7,492-70.2% | $5,403-58.7% |