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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 | $12,074 | $49,280-75.5% | $67,313-82.1% | $64,173-81.2% |
| Participation rate | 43.2% | 60.8%-17.5pp | 69.1%-25.8pp | 69.6%-26.3pp |
| Annual return | -4.36% | -1.39%-3.0pp | -4.08%-0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $322 | $1,668-80.7% | $2,566-87.5% | $2,381-86.5% |
| Participant deferral / active EE | $1,031 | $2,484-58.5% | $3,568-71.1% | $3,470-70.3% |
| Admin fee / account holder | $4,568 | $3,863+18.3% | $4,507+1.4% | $4,887-6.5% |