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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 | $9,321 | $54,162-82.8% | $68,612-86.4% | $64,173-85.5% |
| Participation rate | 40.0% | 68.1%-28.1pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | -1.47% | -1.62%+0.2pp | -4.63%+3.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $379 | $1,846-79.5% | $2,625-85.6% | $2,381-84.1% |
| Participant deferral / active EE | $2,112 | $2,626-19.6% | $3,311-36.2% | $3,470-39.1% |
| Admin fee / account holder | $3,951 | $4,029-1.9% | $5,131-23.0% | $4,887-19.2% |