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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 | $14,722 | $50,958-71.1% | $74,552-80.3% | $64,181-77.1% |
| Participation rate | 31.7% | 61.1%-29.4pp | 69.1%-37.4pp | 69.6%-37.9pp |
| Annual return | -4.42% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $205 | $1,115-81.6% | $1,961-89.5% | $2,381-91.4% |
| Participant deferral / active EE | $1,902 | $2,301-17.4% | $3,108-38.8% | $3,470-45.2% |
| Admin fee / account holder | $1,818 | $4,223-56.9% | $5,060-64.1% | $4,887-62.8% |