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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 | $8,525 | $61,660-86.2% | $80,022-89.3% | $64,173-86.7% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -6.73% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,360 | $1,810-24.9% | $2,468-44.9% | $2,381-42.9% |
| Participant deferral / active EE | $2,014 | $2,968-32.1% | $3,686-45.4% | $3,470-42.0% |
| Admin fee / account holder | $692 | $5,417-87.2% | $6,521-89.4% | $4,887-85.8% |