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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 | $9,396 | $73,009-87.1% | $90,760-89.6% | $68,486-86.3% |
| Participation rate | 46.4% | 70.8%-24.4pp | 75.7%-29.3pp | 67.9%-21.5pp |
| Annual return | -15.65% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,123 | $2,193-48.8% | $2,922-61.6% | $2,597-56.7% |
| Participant deferral / active EE | $1,996 | $3,626-45.0% | $4,565-56.3% | $4,028-50.4% |
| Admin fee / account holder | $1,445 | $5,896-75.5% | $8,444-82.9% | $5,404-73.3% |