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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 | $13,754 | $50,947-73.0% | $74,551-81.6% | $64,173-78.6% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -5.71% | -1.85%-3.9pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $667 | $1,115-40.2% | $1,961-66.0% | $2,381-72.0% |
| Participant deferral / active EE | $1,516 | $2,302-34.1% | $3,108-51.2% | $3,470-56.3% |
| Admin fee / account holder | $757 | $4,221-82.1% | $5,059-85.0% | $4,887-84.5% |