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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 | $11,427 | $81,870-86.0% | $119,634-90.4% | $68,490-83.3% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -18.23% | -23.82%+5.6pp | -14.98%-3.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,198 | $2,692-55.5% | $4,232-71.7% | $2,597-53.9% |
| Participant deferral / active EE | $2,451 | $4,148-40.9% | $5,601-56.2% | $4,028-39.1% |
| Admin fee / account holder | $2,767 | $6,583-58.0% | $10,329-73.2% | $5,403-48.8% |