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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 | $8,263 | $46,697-82.3% | $117,533-93.0% | $68,486-87.9% |
| Participation rate | 60.3% | 56.8%+3.5pp | 70.6%-10.3pp | 67.9%-7.6pp |
| Annual return | -9.86% | -14.52%+4.7pp | 29.77%-39.6pp | -7.85%-2.0pp |
| Employer contribution / active EE | $525 | $1,506-65.1% | $4,179-87.4% | $2,597-79.8% |
| Participant deferral / active EE | $2,525 | $2,637-4.3% | $4,072-38.0% | $4,028-37.3% |
| Admin fee / account holder | $3,421 | $4,023-15.0% | $5,647-39.4% | $5,404-36.7% |