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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 | $10,158 | $64,719-84.3% | $112,249-91.0% | $68,486-85.2% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.48%-46.5pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,555 | $2,747-43.4% | $3,636-57.2% | $2,597-40.1% |
| Participant deferral / active EE | $1,863 | $3,565-47.8% | $4,729-60.6% | $4,028-53.7% |
| Admin fee / account holder | $1,176 | $5,232-77.5% | $6,412-81.7% | $5,404-78.2% |