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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 | $31,720 | $110,083-71.2% | $151,639-79.1% | $68,486-53.7% |
| Participation rate | 42.6% | 84.0%-41.3pp | 87.5%-44.8pp | 67.9%-25.2pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,978 | $4,470-33.4% | $6,165-51.7% | $2,597+14.7% |
| Participant deferral / active EE | $5,488 | $6,526-15.9% | $8,363-34.4% | $4,028+36.3% |
| Admin fee / account holder | $6,675 | $7,718-13.5% | $11,613-42.5% | $5,404+23.5% |