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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 | $8,684 | $59,834-85.5% | $79,576-89.1% | $68,495-87.3% |
| Participation rate | 38.8% | 61.1%-22.3pp | 69.5%-30.7pp | 67.9%-29.1pp |
| Annual return | -15.31% | -12.30%-3.0pp | 0.15%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,617 | $1,505+7.4% | $2,413-33.0% | $2,596-37.7% |
| Participant deferral / active EE | $2,386 | $3,024-21.1% | $3,985-40.1% | $4,028-40.7% |
| Admin fee / account holder | $896 | $4,835-81.5% | $6,834-86.9% | $5,403-83.4% |