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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 | $11,243 | $77,817-85.6% | $123,553-90.9% | $64,173-82.5% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -5.89% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,207 | $3,014-59.9% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $2,422 | $5,240-53.8% | $6,426-62.3% | $3,470-30.2% |
| Admin fee / account holder | $1,026 | $5,519-81.4% | $9,284-89.0% | $4,887-79.0% |