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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 | $23,173 | $71,878-67.8% | $86,698-73.3% | $68,486-66.2% |
| Participation rate | 60.3% | 72.2%-12.0pp | 76.6%-16.3pp | 67.9%-7.6pp |
| Annual return | -14.82% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,197 | $2,173-44.9% | $2,837-57.8% | $2,597-53.9% |
| Participant deferral / active EE | $1,787 | $3,779-52.7% | $4,656-61.6% | $4,028-55.6% |
| Admin fee / account holder | $1,828 | $6,113-70.1% | $7,493-75.6% | $5,404-66.2% |