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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 | $11,670 | $46,697-75.0% | $117,533-90.1% | $68,486-83.0% |
| Participation rate | 31.0% | 56.8%-25.7pp | 70.6%-39.6pp | 67.9%-36.9pp |
| Annual return | -16.70% | -14.52%-2.2pp | 29.77%-46.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $689 | $1,506-54.2% | $4,179-83.5% | $2,597-73.4% |
| Participant deferral / active EE | $892 | $2,637-66.2% | $4,072-78.1% | $4,028-77.8% |
| Admin fee / account holder | $782 | $4,023-80.5% | $5,647-86.1% | $5,404-85.5% |