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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 | $13,958 | $73,019-80.9% | $90,766-84.6% | $68,490-79.6% |
| Participation rate | 67.4% | 70.8%-3.4pp | 75.7%-8.3pp | 67.9%-0.5pp |
| Annual return | -18.12% | -13.81%-4.3pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $846 | $2,193-61.4% | $2,922-71.0% | $2,597-67.4% |
| Participant deferral / active EE | $1,726 | $3,626-52.4% | $4,565-62.2% | $4,028-57.1% |
| Admin fee / account holder | $841 | $5,897-85.7% | $8,446-90.0% | $5,403-84.4% |