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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 | $17,769 | $73,009-75.7% | $90,756-80.4% | $68,495-74.1% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -10.55% | -13.81%+3.3pp | -12.16%+1.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $709 | $2,193-67.7% | $2,922-75.7% | $2,596-72.7% |
| Participant deferral / active EE | $2,373 | $3,626-34.6% | $4,565-48.0% | $4,028-41.1% |
| Admin fee / account holder | $1,103 | $5,896-81.3% | $8,445-86.9% | $5,403-79.6% |