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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 | $14,071 | $59,813-76.5% | $79,580-82.3% | $68,486-79.5% |
| Participation rate | 54.1% | 61.1%-7.0pp | 69.5%-15.4pp | 67.9%-13.8pp |
| Annual return | -17.38% | -12.30%-5.1pp | 0.15%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $356 | $1,505-76.4% | $2,413-85.3% | $2,597-86.3% |
| Participant deferral / active EE | $1,379 | $3,024-54.4% | $3,985-65.4% | $4,028-65.8% |
| Admin fee / account holder | $321 | $4,835-93.4% | $6,835-95.3% | $5,404-94.1% |