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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 | $11,047 | $81,870-86.5% | $119,634-90.8% | $68,490-83.9% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,900 | $2,692+7.7% | $4,232-31.5% | $2,597+11.7% |
| Participant deferral / active EE | $4,622 | $4,148+11.4% | $5,601-17.5% | $4,028+14.7% |
| Admin fee / account holder | $585 | $6,583-91.1% | $10,329-94.3% | $5,403-89.2% |