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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 | $10,001 | $50,947-80.4% | $74,549-86.6% | $64,173-84.4% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -6.48% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $888 | $1,115-20.4% | $1,961-54.7% | $2,381-62.7% |
| Participant deferral / active EE | $1,293 | $2,302-43.8% | $3,108-58.4% | $3,470-62.7% |
| Admin fee / account holder | $1,038 | $4,221-75.4% | $5,059-79.5% | $4,887-78.8% |