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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 | $20,343 | $62,583-67.5% | $76,767-73.5% | $64,173-68.3% |
| Participation rate | 56.9% | 72.8%-16.0pp | 77.0%-20.1pp | 69.6%-12.7pp |
| Annual return | -4.59% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,195 | $1,832-34.8% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $1,754 | $3,145-44.2% | $3,852-54.5% | $3,470-49.4% |
| Admin fee / account holder | $5,584 | $4,667+19.7% | $6,675-16.3% | $4,887+14.3% |