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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 | $16,130 | $59,813-73.0% | $79,580-79.7% | $68,486-76.4% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.1pp |
| Annual return | -14.34% | -12.30%-2.0pp | 0.15%-14.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $628 | $1,505-58.3% | $2,413-74.0% | $2,597-75.8% |
| Participant deferral / active EE | $1,687 | $3,024-44.2% | $3,985-57.7% | $4,028-58.1% |
| Admin fee / account holder | $1,724 | $4,835-64.3% | $6,835-74.8% | $5,404-68.1% |