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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 | $15,075 | $64,729-76.7% | $112,263-86.6% | $68,490-78.0% |
| Participation rate | 65.8% | 67.2%-1.4pp | 75.1%-9.3pp | 67.9%-2.1pp |
| Annual return | -14.27% | -11.40%-2.9pp | 27.49%-41.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $808 | $2,746-70.6% | $3,636-77.8% | $2,597-68.9% |
| Participant deferral / active EE | $2,371 | $3,566-33.5% | $4,729-49.9% | $4,028-41.1% |
| Admin fee / account holder | $798 | $5,222-84.7% | $6,410-87.6% | $5,403-85.2% |