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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 | $17,832 | $99,032-82.0% | $80,022-77.7% | $135,382-86.8% |
| Participation rate | 61.5% | 78.4%-16.8pp | 75.8%-14.3pp | 82.6%-21.1pp |
| Annual return | -4.16% | 15.39%-19.5pp | 11.22%-15.4pp | 519.77%-523.9pp |
| Employer contribution / active EE | $646 | $3,043-78.8% | $2,468-73.8% | $4,779-86.5% |
| Participant deferral / active EE | $1,509 | $4,282-64.8% | $3,686-59.1% | $5,609-73.1% |
| Admin fee / account holder | $9,103 | $10,436-12.8% | $6,521+39.6% | $10,829-15.9% |