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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 | $9,693 | $83,908-88.4% | $68,509-85.9% | $125,389-92.3% |
| Participation rate | 43.5% | 78.2%-34.7pp | 74.7%-31.2pp | 83.2%-39.7pp |
| Annual return | -2.37% | 14.48%-16.8pp | 8.27%-10.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $676 | $3,031-77.7% | $2,278-70.3% | $4,866-86.1% |
| Participant deferral / active EE | $2,711 | $4,125-34.3% | $3,382-19.8% | $5,352-49.3% |
| Admin fee / account holder | $4,824 | $8,982-46.3% | $5,275-8.5% | $9,541-49.4% |