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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 | $10,991 | $64,729-83.0% | $112,263-90.2% | $68,490-84.0% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $987 | $2,746-64.0% | $3,636-72.8% | $2,597-62.0% |
| Participant deferral / active EE | $1,899 | $3,566-46.7% | $4,729-59.9% | $4,028-52.9% |
| Admin fee / account holder | $6,222 | $5,222+19.2% | $6,410-2.9% | $5,403+15.2% |