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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 | $16,575 | $62,589-73.5% | $76,768-78.4% | $64,173-74.2% |
| Participation rate | 56.3% | 72.8%-16.6pp | 77.0%-20.7pp | 69.6%-13.3pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,187 | $1,832-35.2% | $2,485-52.2% | $2,381-50.1% |
| Participant deferral / active EE | $1,841 | $3,145-41.5% | $3,852-52.2% | $3,470-47.0% |
| Admin fee / account holder | $2,529 | $4,667-45.8% | $6,675-62.1% | $4,887-48.2% |