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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 | $20,126 | $71,878-72.0% | $86,698-76.8% | $68,486-70.6% |
| Participation rate | 55.7% | 72.2%-16.6pp | 76.6%-20.9pp | 67.9%-12.2pp |
| Annual return | -17.24% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $874 | $2,173-59.8% | $2,837-69.2% | $2,597-66.3% |
| Participant deferral / active EE | $2,610 | $3,779-30.9% | $4,656-43.9% | $4,028-35.2% |
| Admin fee / account holder | $7,000 | $6,113+14.5% | $7,493-6.6% | $5,404+29.5% |