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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 | $13,241 | $56,484-76.6% | $169,452-92.2% | $64,173-79.4% |
| Participation rate | 65.3% | 64.5%+0.8pp | 77.8%-12.4pp | 69.6%-4.2pp |
| Annual return | -4.05% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $906 | $1,832-50.5% | $4,157-78.2% | $2,381-61.9% |
| Participant deferral / active EE | $3,858 | $3,448+11.9% | $5,277-26.9% | $3,470+11.2% |
| Admin fee / account holder | $404 | $4,174-90.3% | $9,110-95.6% | $4,887-91.7% |