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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 | $15,276 | $64,719-76.4% | $112,249-86.4% | $68,486-77.7% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,661 | $2,747-39.5% | $3,636-54.3% | $2,597-36.0% |
| Participant deferral / active EE | $3,131 | $3,565-12.2% | $4,729-33.8% | $4,028-22.3% |
| Admin fee / account holder | $637 | $5,232-87.8% | $6,412-90.1% | $5,404-88.2% |