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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 | $11,994 | $72,404-83.4% | $110,243-89.1% | $64,173-81.3% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.5pp | 69.6%-15.3pp |
| Annual return | -5.85% | -6.29%+0.4pp | 314.76%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $849 | $2,282-62.8% | $3,827-77.8% | $2,381-64.3% |
| Participant deferral / active EE | $2,202 | $3,469-36.5% | $4,672-52.9% | $3,470-36.5% |
| Admin fee / account holder | $2,532 | $5,664-55.3% | $8,548-70.4% | $4,887-48.2% |