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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 | $11,899 | $49,280-75.9% | $67,313-82.3% | $64,173-81.5% |
| Participation rate | 55.7% | 60.8%-5.0pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -7.83% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,250 | $1,668-25.1% | $2,566-51.3% | $2,381-47.5% |
| Participant deferral / active EE | $2,338 | $2,484-5.9% | $3,568-34.5% | $3,470-32.6% |
| Admin fee / account holder | $873 | $3,863-77.4% | $4,507-80.6% | $4,887-82.1% |