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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 | $15,886 | $62,583-74.6% | $76,767-79.3% | $64,173-75.2% |
| Participation rate | 65.1% | 72.8%-7.7pp | 77.0%-11.8pp | 69.6%-4.5pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $643 | $1,832-64.9% | $2,485-74.1% | $2,381-73.0% |
| Participant deferral / active EE | $1,541 | $3,145-51.0% | $3,852-60.0% | $3,470-55.6% |
| Admin fee / account holder | $3,872 | $4,667-17.0% | $6,675-42.0% | $4,887-20.8% |