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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 | $11,280 | $50,947-77.9% | $74,551-84.9% | $64,173-82.4% |
| Participation rate | 13.0% | 61.1%-48.0pp | 69.1%-56.1pp | 69.6%-56.5pp |
| Annual return | -5.02% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,725 | $1,115+54.7% | $1,961-12.0% | $2,381-27.5% |
| Participant deferral / active EE | $2,415 | $2,302+4.9% | $3,108-22.3% | $3,470-30.4% |
| Admin fee / account holder | $3,450 | $4,221-18.3% | $5,059-31.8% | $4,887-29.4% |