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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 | $22,923 | $71,873-68.1% | $86,698-73.6% | $68,490-66.5% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -10.41% | 3.54%-13.9pp | 35.96%-46.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,207 | $3,779-15.1% | $4,656-31.1% | $4,028-20.4% |
| Admin fee / account holder | $474 | $6,110-92.2% | $7,492-93.7% | $5,403-91.2% |