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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 | $13,074 | $64,719-79.8% | $112,249-88.4% | $68,486-80.9% |
| Participation rate | 49.0% | 67.2%-18.2pp | 75.1%-26.1pp | 67.9%-18.9pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.48%-44.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $866 | $2,747-68.5% | $3,636-76.2% | $2,597-66.6% |
| Participant deferral / active EE | $2,270 | $3,565-36.3% | $4,729-52.0% | $4,028-43.6% |
| Admin fee / account holder | $8,030 | $5,232+53.5% | $6,412+25.2% | $5,404+48.6% |