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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 | $10,451 | $64,719-83.9% | $112,249-90.7% | $68,486-84.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -14.34% | -11.40%-2.9pp | 27.48%-41.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,459 | $2,747-46.9% | $3,636-59.9% | $2,597-43.8% |
| Participant deferral / active EE | $1,895 | $3,565-46.8% | $4,729-59.9% | $4,028-52.9% |
| Admin fee / account holder | $1,216 | $5,232-76.8% | $6,412-81.0% | $5,404-77.5% |