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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 | $14,295 | $77,817-81.6% | $123,553-88.4% | $64,173-77.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -5.06% | 12.49%-17.5pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,058 | $3,014-31.7% | $4,628-55.5% | $2,381-13.6% |
| Participant deferral / active EE | $3,918 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $570 | $5,519-89.7% | $9,284-93.9% | $4,887-88.3% |