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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 | $12,863 | $56,339-77.2% | $104,299-87.7% | $68,490-81.2% |
| Participation rate | 52.4% | 63.3%-10.9pp | 73.3%-20.9pp | 67.9%-15.5pp |
| Annual return | -19.06% | -9.19%-9.9pp | 24.62%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $797 | $1,960-59.4% | $3,373-76.4% | $2,597-69.3% |
| Participant deferral / active EE | $1,209 | $3,077-60.7% | $4,626-73.9% | $4,028-70.0% |
| Admin fee / account holder | $1,028 | $4,902-79.0% | $7,339-86.0% | $5,403-81.0% |