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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 | $12,649 | $64,719-80.5% | $112,249-88.7% | $68,486-81.5% |
| Participation rate | 30.6% | 67.2%-36.5pp | 75.1%-44.4pp | 67.9%-37.3pp |
| Annual return | -16.96% | -11.40%-5.6pp | 27.48%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,101 | $2,747-59.9% | $3,636-69.7% | $2,597-57.6% |
| Participant deferral / active EE | $1,776 | $3,565-50.2% | $4,729-62.4% | $4,028-55.9% |
| Admin fee / account holder | $1,258 | $5,232-76.0% | $6,412-80.4% | $5,404-76.7% |