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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 | $7,928 | $73,848-89.3% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.5pp | 67.9%-3.0pp |
| Annual return | -18.08% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $523 | $3,184-83.6% | $4,952-89.4% | $2,597-79.8% |
| Participant deferral / active EE | $1,376 | $3,385-59.3% | $5,638-75.6% | $4,028-65.8% |
| Admin fee / account holder | $12,266 | $5,755+113.1% | $14,677-16.4% | $5,404+127.0% |