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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 | $8,145 | $42,383-80.8% | $76,518-89.4% | $64,173-87.3% |
| Participation rate | 64.7% | 58.1%+6.6pp | 68.0%-3.3pp | 69.6%-4.9pp |
| Annual return | -7.25% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $929 | $1,563-40.6% | $2,647-64.9% | $2,381-61.0% |
| Participant deferral / active EE | $2,326 | $2,566-9.4% | $3,836-39.4% | $3,470-33.0% |
| Admin fee / account holder | $1,307 | $3,198-59.1% | $4,849-73.0% | $4,887-73.2% |