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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 | $8,650 | $64,719-86.6% | $112,249-92.3% | $68,486-87.4% |
| Participation rate | 43.9% | 67.2%-23.3pp | 75.1%-31.2pp | 67.9%-24.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,213 | $2,747-55.8% | $3,636-66.6% | $2,597-53.3% |
| Participant deferral / active EE | $2,780 | $3,565-22.0% | $4,729-41.2% | $4,028-31.0% |
| Admin fee / account holder | $1,120 | $5,232-78.6% | $6,412-82.5% | $5,404-79.3% |