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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 | $16,319 | $59,834-72.7% | $79,576-79.5% | $68,495-76.2% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.5%-31.0pp | 67.9%-29.4pp |
| Annual return | -15.20% | -12.30%-2.9pp | 0.15%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $625 | $1,505-58.5% | $2,413-74.1% | $2,596-75.9% |
| Participant deferral / active EE | $1,460 | $3,024-51.7% | $3,985-63.4% | $4,028-63.7% |
| Admin fee / account holder | $5,920 | $4,835+22.4% | $6,834-13.4% | $5,403+9.6% |