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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 | $10,813 | $50,947-78.8% | $74,551-85.5% | $64,173-83.1% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.1%-0.2pp | 69.6%-0.6pp |
| Annual return | -6.12% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $604 | $1,115-45.8% | $1,961-69.2% | $2,381-74.6% |
| Participant deferral / active EE | $1,041 | $2,302-54.8% | $3,108-66.5% | $3,470-70.0% |
| Admin fee / account holder | $2,609 | $4,221-38.2% | $5,059-48.4% | $4,887-46.6% |