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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 | $15,144 | $56,339-73.1% | $104,299-85.5% | $68,490-77.9% |
| Participation rate | 56.4% | 63.3%-6.9pp | 73.3%-16.9pp | 67.9%-11.5pp |
| Annual return | -18.86% | -9.19%-9.7pp | 24.62%-43.5pp | -7.85%-11.0pp |
| Employer contribution / active EE | $753 | $1,960-61.6% | $3,373-77.7% | $2,597-71.0% |
| Participant deferral / active EE | $1,547 | $3,077-49.7% | $4,626-66.5% | $4,028-61.6% |
| Admin fee / account holder | $657 | $4,902-86.6% | $7,339-91.0% | $5,403-87.8% |