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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 | $8,150 | $73,839-89.0% | $143,788-94.3% | $68,495-88.1% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -19.33% | 1.01%-20.3pp | -0.03%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,118 | $3,184-64.9% | $4,952-77.4% | $2,596-56.9% |
| Participant deferral / active EE | $2,497 | $3,384-26.2% | $5,638-55.7% | $4,028-38.0% |
| Admin fee / account holder | $466 | $5,755-91.9% | $14,675-96.8% | $5,403-91.4% |