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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 | $9,812 | $50,947-80.7% | $74,549-86.8% | $64,173-84.7% |
| Participation rate | 45.7% | 61.1%-15.3pp | 69.1%-23.4pp | 69.6%-23.9pp |
| Annual return | -5.56% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $219 | $1,115-80.3% | $1,961-88.8% | $2,381-90.8% |
| Participant deferral / active EE | $1,071 | $2,302-53.5% | $3,108-65.6% | $3,470-69.1% |
| Admin fee / account holder | $1,312 | $4,221-68.9% | $5,059-74.1% | $4,887-73.2% |