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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 | $12,000 | $53,806-77.7% | $61,491-80.5% | $68,490-82.5% |
| Participation rate | 67.8% | 72.5%-4.7pp | 79.3%-11.5pp | 67.9%-0.1pp |
| Annual return | -11.47% | -15.68%+4.2pp | -12.98%+1.5pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,053 | $3,218-67.3% | $4,246-75.2% | $2,597-59.5% |
| Participant deferral / active EE | $1,592 | $3,678-56.7% | $5,188-69.3% | $4,028-60.5% |
| Admin fee / account holder | $1,200 | $5,999-80.0% | $4,312-72.2% | $5,403-77.8% |