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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 | $9,424 | $50,947-81.5% | $74,549-87.4% | $64,173-85.3% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.1%-9.7pp | 69.6%-10.1pp |
| Annual return | -4.55% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $554 | $1,115-50.3% | $1,961-71.8% | $2,381-76.7% |
| Participant deferral / active EE | $2,198 | $2,302-4.5% | $3,108-29.3% | $3,470-36.7% |
| Admin fee / account holder | $1,824 | $4,221-56.8% | $5,059-63.9% | $4,887-62.7% |