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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 | $22,807 | $81,870-72.1% | $119,622-80.9% | $68,486-66.7% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -6.01% | -23.82%+17.8pp | -14.98%+9.0pp | -7.85%+1.8pp |
| Employer contribution / active EE | $1,377 | $2,692-48.8% | $4,232-67.5% | $2,597-47.0% |
| Participant deferral / active EE | $4,785 | $4,148+15.4% | $5,601-14.6% | $4,028+18.8% |
| Admin fee / account holder | $955 | $6,583-85.5% | $10,328-90.8% | $5,404-82.3% |