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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 | $7,535 | $42,909-82.4% | $60,906-87.6% | $68,486-89.0% |
| Participation rate | 58.1% | 66.8%-8.6pp | 73.1%-15.0pp | 67.9%-9.8pp |
| Annual return | -14.59% | -13.99%-0.6pp | 16.94%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $887 | $1,979-55.2% | $2,703-67.2% | $2,597-65.9% |
| Participant deferral / active EE | $2,249 | $2,866-21.5% | $3,814-41.0% | $4,028-44.2% |
| Admin fee / account holder | $1,831 | $3,104-41.0% | $3,227-43.3% | $5,404-66.1% |