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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 | $12,430 | $107,809-88.5% | $90,657-86.3% | $135,379-90.8% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | -8.93% | -0.90%-8.0pp | 1.89%-10.8pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,067 | $3,018-64.7% | $2,532-57.9% | $4,779-77.7% |
| Participant deferral / active EE | $3,029 | $3,872-21.8% | $3,424-11.5% | $5,609-46.0% |
| Admin fee / account holder | $532 | $5,931-91.0% | $4,994-89.3% | $10,828-95.1% |