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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 | $14,802 | $53,596-72.4% | $90,657-83.7% | $64,173-76.9% |
| Participation rate | 64.0% | 64.5%-0.5pp | 74.0%-10.0pp | 69.6%-5.6pp |
| Annual return | -6.53% | 4.41%-10.9pp | 1.89%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,465 | $1,503-2.5% | $2,532-42.1% | $2,381-38.5% |
| Participant deferral / active EE | $2,825 | $2,459+14.9% | $3,424-17.5% | $3,470-18.6% |
| Admin fee / account holder | $620 | $3,868-84.0% | $4,994-87.6% | $4,887-87.3% |