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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 | $9,338 | $64,719-85.6% | $112,249-91.7% | $68,486-86.4% |
| Participation rate | 53.6% | 67.2%-13.6pp | 75.1%-21.5pp | 67.9%-14.3pp |
| Annual return | -15.58% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $886 | $2,747-67.7% | $3,636-75.6% | $2,597-65.9% |
| Participant deferral / active EE | $1,979 | $3,565-44.5% | $4,729-58.2% | $4,028-50.9% |
| Admin fee / account holder | $1,577 | $5,232-69.9% | $6,412-75.4% | $5,404-70.8% |