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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 | $8,716 | $73,839-88.2% | $143,788-93.9% | $68,495-87.3% |
| Participation rate | 46.4% | 66.7%-20.2pp | 80.3%-33.9pp | 67.9%-21.5pp |
| Annual return | -11.31% | 1.01%-12.3pp | -0.03%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $740 | $3,184-76.8% | $4,952-85.1% | $2,596-71.5% |
| Participant deferral / active EE | $1,513 | $3,384-55.3% | $5,638-73.2% | $4,028-62.4% |
| Admin fee / account holder | $9,609 | $5,755+67.0% | $14,675-34.5% | $5,403+77.8% |