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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 | $22,270 | $71,872-69.0% | $86,691-74.3% | $68,495-67.5% |
| Participation rate | 35.0% | 72.2%-37.2pp | 76.6%-41.6pp | 67.9%-32.9pp |
| Annual return | -13.92% | 3.53%-17.4pp | 35.94%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,420 | $2,173-34.6% | $2,837-49.9% | $2,596-45.3% |
| Participant deferral / active EE | $2,699 | $3,779-28.6% | $4,656-42.0% | $4,028-33.0% |
| Admin fee / account holder | $10,932 | $6,112+78.9% | $7,492+45.9% | $5,403+102.3% |