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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 | $16,555 | $64,719-74.4% | $112,249-85.3% | $68,486-75.8% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -7.57% | -11.40%+3.8pp | 27.48%-35.1pp | -7.85%+0.3pp |
| Employer contribution / active EE | $834 | $2,747-69.6% | $3,636-77.1% | $2,597-67.9% |
| Participant deferral / active EE | $2,618 | $3,565-26.6% | $4,729-44.6% | $4,028-35.0% |
| Admin fee / account holder | $40,496 | $5,232+674.0% | $6,412+531.5% | $5,404+649.4% |