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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 | $12,652 | $50,199-74.8% | $69,890-81.9% | $66,949-81.1% |
| Participation rate | 68.5% | 66.3%+2.1pp | 70.5%-2.0pp | 69.8%-1.4pp |
| Annual return | -3.66% | -13.85%+10.2pp | 190.84%-194.5pp | 1.57%-5.2pp |
| Employer contribution / active EE | $1,155 | $1,864-38.0% | $2,560-54.9% | $2,545-54.6% |
| Participant deferral / active EE | $1,568 | $3,112-49.6% | $3,848-59.3% | $4,239-63.0% |
| Admin fee / account holder | $1,046 | $600+74.5% | $6,267-83.3% | $594+76.3% |