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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 | $17,490 | $71,878-75.7% | $86,698-79.8% | $68,486-74.5% |
| Participation rate | 63.2% | 72.2%-9.1pp | 76.6%-13.4pp | 67.9%-4.7pp |
| Annual return | -17.83% | 3.53%-21.4pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,106 | $2,173-49.1% | $2,837-61.0% | $2,597-57.4% |
| Participant deferral / active EE | $2,447 | $3,779-35.2% | $4,656-47.4% | $4,028-39.2% |
| Admin fee / account holder | $1,276 | $6,113-79.1% | $7,493-83.0% | $5,404-76.4% |