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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 | $16,709 | $71,873-76.8% | $86,698-80.7% | $68,490-75.6% |
| Participation rate | 62.3% | 72.2%-10.0pp | 76.6%-14.3pp | 67.9%-5.6pp |
| Annual return | -15.45% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,133 | $2,173-47.9% | $2,837-60.1% | $2,597-56.4% |
| Participant deferral / active EE | $2,673 | $3,779-29.3% | $4,656-42.6% | $4,028-33.6% |
| Admin fee / account holder | $1,160 | $6,110-81.0% | $7,492-84.5% | $5,403-78.5% |