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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 | $12,616 | $72,404-82.6% | $110,243-88.6% | $64,173-80.3% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.1pp |
| Annual return | -3.13% | -6.29%+3.2pp | 314.76%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,358 | $2,282-40.5% | $3,827-64.5% | $2,381-43.0% |
| Participant deferral / active EE | $3,160 | $3,469-8.9% | $4,672-32.4% | $3,470-8.9% |
| Admin fee / account holder | $7,925 | $5,664+39.9% | $8,548-7.3% | $4,887+62.1% |