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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 | $17,276 | $62,589-72.4% | $76,768-77.5% | $64,173-73.1% |
| Participation rate | 55.9% | 72.8%-16.9pp | 77.0%-21.1pp | 69.6%-13.7pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,260 | $1,832-31.3% | $2,485-49.3% | $2,381-47.1% |
| Participant deferral / active EE | $2,010 | $3,145-36.1% | $3,852-47.8% | $3,470-42.1% |
| Admin fee / account holder | $790 | $4,667-83.1% | $6,675-88.2% | $4,887-83.8% |