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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 | $9,176 | $59,834-84.7% | $79,576-88.5% | $68,495-86.6% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -18.30% | -12.30%-6.0pp | 0.15%-18.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $412 | $1,505-72.6% | $2,413-82.9% | $2,596-84.1% |
| Participant deferral / active EE | $1,649 | $3,024-45.5% | $3,985-58.6% | $4,028-59.1% |
| Admin fee / account holder | $9,065 | $4,835+87.5% | $6,834+32.7% | $5,403+67.8% |