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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 | $14,353 | $72,404-80.2% | $110,243-87.0% | $64,173-77.6% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.7pp |
| Annual return | -2.68% | -6.29%+3.6pp | 314.76%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,137 | $2,282-50.2% | $3,827-70.3% | $2,381-52.2% |
| Participant deferral / active EE | $1,901 | $3,469-45.2% | $4,672-59.3% | $3,470-45.2% |
| Admin fee / account holder | $763 | $5,664-86.5% | $8,548-91.1% | $4,887-84.4% |