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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 | $9,470 | $59,819-84.2% | $79,583-88.1% | $68,490-86.2% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -19.02% | -12.30%-6.7pp | 0.16%-19.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,171 | $1,505-22.2% | $2,414-51.5% | $2,597-54.9% |
| Participant deferral / active EE | $1,903 | $3,025-37.1% | $3,986-52.3% | $4,028-52.8% |
| Admin fee / account holder | $889 | $4,835-81.6% | $6,835-87.0% | $5,403-83.5% |