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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 | $18,597 | $110,083-83.1% | $151,628-87.7% | $68,495-72.8% |
| Participation rate | 54.8% | 84.0%-29.2pp | 87.5%-32.7pp | 67.9%-13.1pp |
| Annual return | -15.51% | -10.12%-5.4pp | 3.34%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,469 | $4,470-67.1% | $6,165-76.2% | $2,596-43.4% |
| Participant deferral / active EE | $3,732 | $6,526-42.8% | $8,363-55.4% | $4,028-7.3% |
| Admin fee / account holder | $7,684 | $7,718-0.4% | $11,613-33.8% | $5,403+42.2% |