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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 | $11,053 | $59,834-81.5% | $79,576-86.1% | $68,495-83.9% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.5%-2.3pp | 67.9%-0.7pp |
| Annual return | -11.42% | -12.30%+0.9pp | 0.15%-11.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $802 | $1,505-46.7% | $2,413-66.8% | $2,596-69.1% |
| Participant deferral / active EE | $1,628 | $3,024-46.2% | $3,985-59.2% | $4,028-59.6% |
| Admin fee / account holder | $420 | $4,835-91.3% | $6,834-93.9% | $5,403-92.2% |