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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 | $9,892 | $81,870-87.9% | $119,634-91.7% | $68,490-85.6% |
| Participation rate | 43.6% | 71.9%-28.3pp | 79.3%-35.7pp | 67.9%-24.3pp |
| Annual return | -14.32% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,191 | $2,692-18.6% | $4,232-48.2% | $2,597-15.6% |
| Participant deferral / active EE | $2,177 | $4,148-47.5% | $5,601-61.1% | $4,028-46.0% |
| Admin fee / account holder | $2,336 | $6,583-64.5% | $10,329-77.4% | $5,403-56.8% |