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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 | $8,961 | $73,848-87.9% | $143,799-93.8% | $68,486-86.9% |
| Participation rate | 62.3% | 66.7%-4.4pp | 80.3%-18.0pp | 67.9%-5.6pp |
| Annual return | -18.76% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $940 | $3,184-70.5% | $4,952-81.0% | $2,597-63.8% |
| Participant deferral / active EE | $1,375 | $3,385-59.4% | $5,638-75.6% | $4,028-65.9% |
| Admin fee / account holder | $1,913 | $5,755-66.8% | $14,677-87.0% | $5,404-64.6% |