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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 | $10,491 | $56,484-81.4% | $169,452-93.8% | $64,173-83.7% |
| Participation rate | 39.3% | 64.5%-25.3pp | 77.8%-38.5pp | 69.6%-30.3pp |
| Annual return | -7.54% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $763 | $1,832-58.4% | $4,157-81.7% | $2,381-68.0% |
| Participant deferral / active EE | $1,624 | $3,448-52.9% | $5,277-69.2% | $3,470-53.2% |
| Admin fee / account holder | $917 | $4,174-78.0% | $9,110-89.9% | $4,887-81.2% |