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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 | $19,976 | $73,009-72.6% | $90,760-78.0% | $68,486-70.8% |
| Participation rate | 60.5% | 70.8%-10.4pp | 75.7%-15.2pp | 67.9%-7.4pp |
| Annual return | -12.67% | -13.81%+1.1pp | -12.16%-0.5pp | -7.85%-4.8pp |
| Employer contribution / active EE | $538 | $2,193-75.4% | $2,922-81.6% | $2,597-79.3% |
| Participant deferral / active EE | $2,882 | $3,626-20.5% | $4,565-36.9% | $4,028-28.5% |
| Admin fee / account holder | $12,144 | $5,896+106.0% | $8,444+43.8% | $5,404+124.7% |