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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 | $12,297 | $76,401-83.9% | $106,387-88.4% | $64,173-80.8% |
| Participation rate | 41.2% | 73.5%-32.4pp | 77.5%-36.3pp | 69.6%-28.4pp |
| Annual return | -6.16% | -2.19%-4.0pp | 0.25%-6.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,710 | $2,680-36.2% | $3,520-51.4% | $2,381-28.2% |
| Participant deferral / active EE | $2,907 | $4,274-32.0% | $5,421-46.4% | $3,470-16.2% |
| Admin fee / account holder | $7,820 | $4,610+69.6% | $7,510+4.1% | $4,887+60.0% |