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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 | $12,808 | $53,412-76.0% | $68,509-81.3% | $52,331-75.5% |
| Participation rate | 41.5% | 71.7%-30.2pp | 74.7%-33.2pp | 68.1%-26.6pp |
| Annual return | -0.64% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,152 | $1,607-28.3% | $2,278-49.4% | $1,882-38.8% |
| Participant deferral / active EE | $2,384 | $2,688-11.3% | $3,382-29.5% | $3,022-21.1% |
| Admin fee / account holder | $2,482 | $461+438.7% | $5,275-52.9% | $592+319.6% |