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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 | $12,163 | $71,878-83.1% | $86,698-86.0% | $68,486-82.2% |
| Participation rate | 61.0% | 72.2%-11.2pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -14.91% | 3.53%-18.4pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $863 | $2,173-60.3% | $2,837-69.6% | $2,597-66.8% |
| Participant deferral / active EE | $2,028 | $3,779-46.3% | $4,656-56.4% | $4,028-49.6% |
| Admin fee / account holder | $974 | $6,113-84.1% | $7,493-87.0% | $5,404-82.0% |