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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 | $8,478 | $73,863-88.5% | $143,797-94.1% | $68,490-87.6% |
| Participation rate | 33.8% | 66.7%-32.8pp | 80.3%-46.5pp | 67.9%-34.1pp |
| Annual return | -18.28% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $508 | $3,185-84.1% | $4,952-89.8% | $2,597-80.5% |
| Participant deferral / active EE | $1,118 | $3,385-67.0% | $5,638-80.2% | $4,028-72.2% |
| Admin fee / account holder | $1,823 | $5,756-68.3% | $14,679-87.6% | $5,403-66.3% |