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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 | $14,527 | $62,586-76.8% | $76,766-81.1% | $64,181-77.4% |
| Participation rate | 56.8% | 72.8%-16.0pp | 77.0%-20.1pp | 69.6%-12.8pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $536 | $1,832-70.7% | $2,485-78.4% | $2,381-77.5% |
| Participant deferral / active EE | $1,487 | $3,145-52.7% | $3,851-61.4% | $3,470-57.1% |
| Admin fee / account holder | $1,575 | $4,667-66.3% | $6,675-76.4% | $4,887-67.8% |