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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 | $15,267 | $42,548-64.1% | $74,552-79.5% | $56,287-72.9% |
| Participation rate | 33.6% | 60.5%-26.8pp | 69.1%-35.5pp | 69.9%-36.2pp |
| Annual return | -6.88% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $848 | $855-0.8% | $1,961-56.7% | $2,111-59.8% |
| Participant deferral / active EE | $1,416 | $2,277-37.8% | $3,108-54.5% | $3,350-57.7% |
| Admin fee / account holder | $576 | $467+23.4% | $5,060-88.6% | $521+10.7% |