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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 | $3,185 | $48,235-93.4% | $68,803-95.4% | $68,490-95.3% |
| Participation rate | 66.7% | 60.7%+6.0pp | 69.0%-2.4pp | 67.9%-1.2pp |
| Annual return | -16.02% | -12.70%-3.3pp | -6.37%-9.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $814 | $1,829-55.5% | $2,656-69.3% | $2,597-68.6% |
| Participant deferral / active EE | $965 | $2,867-66.3% | $3,942-75.5% | $4,028-76.0% |
| Admin fee / account holder | $1,094 | $4,361-74.9% | $4,936-77.8% | $5,403-79.7% |