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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 | $10,729 | $62,583-82.9% | $76,767-86.0% | $64,173-83.3% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -3.89% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,169 | $1,832-36.2% | $2,485-53.0% | $2,381-50.9% |
| Participant deferral / active EE | $2,039 | $3,145-35.2% | $3,852-47.1% | $3,470-41.2% |
| Admin fee / account holder | $3,473 | $4,667-25.6% | $6,675-48.0% | $4,887-28.9% |