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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 | $10,442 | $97,881-89.3% | $80,004-86.9% | $125,389-91.7% |
| Participation rate | 42.9% | 77.9%-35.0pp | 73.0%-30.2pp | 83.2%-40.3pp |
| Annual return | -3.43% | 9.36%-12.8pp | 7.63%-11.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,080 | $3,128-65.5% | $2,473-56.3% | $4,866-77.8% |
| Participant deferral / active EE | $1,907 | $3,744-49.1% | $3,204-40.5% | $5,352-64.4% |
| Admin fee / account holder | $6,025 | $6,278-4.0% | $5,033+19.7% | $9,541-36.9% |