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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 | $20,815 | $73,009-71.5% | $90,756-77.1% | $68,495-69.6% |
| Participation rate | 63.0% | 70.8%-7.9pp | 75.7%-12.7pp | 67.9%-4.9pp |
| Annual return | -17.99% | -13.81%-4.2pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,201 | $2,193+0.4% | $2,922-24.7% | $2,596-15.2% |
| Participant deferral / active EE | $2,622 | $3,626-27.7% | $4,565-42.6% | $4,028-34.9% |
| Admin fee / account holder | $4,311 | $5,896-26.9% | $8,445-49.0% | $5,403-20.2% |