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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 | $23,628 | $81,870-71.1% | $119,622-80.2% | $68,486-65.5% |
| Participation rate | 22.2% | 71.9%-49.7pp | 79.3%-57.0pp | 67.9%-45.7pp |
| Annual return | -8.21% | -23.82%+15.6pp | -14.98%+6.8pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,599 | $4,148-37.3% | $5,601-53.6% | $4,028-35.5% |
| Admin fee / account holder | $25,297 | $6,583+284.3% | $10,328+144.9% | $5,404+368.1% |