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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 | $11,684 | $64,729-81.9% | $112,263-89.6% | $68,490-82.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.36% | -11.40%-8.0pp | 27.49%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $907 | $2,746-67.0% | $3,636-75.1% | $2,597-65.1% |
| Participant deferral / active EE | $1,788 | $3,566-49.8% | $4,729-62.2% | $4,028-55.6% |
| Admin fee / account holder | $1,848 | $5,222-64.6% | $6,410-71.2% | $5,403-65.8% |