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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 | $10,439 | $54,162-80.7% | $68,612-84.8% | $64,173-83.7% |
| Participation rate | 56.2% | 68.1%-11.9pp | 72.2%-16.1pp | 69.6%-13.4pp |
| Annual return | -4.23% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,055 | $1,846+11.3% | $2,625-21.7% | $2,381-13.7% |
| Participant deferral / active EE | $3,514 | $2,626+33.8% | $3,311+6.1% | $3,470+1.3% |
| Admin fee / account holder | $6,980 | $4,029+73.3% | $5,131+36.0% | $4,887+42.8% |