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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 | $15,996 | $42,548-62.4% | $74,552-78.5% | $56,287-71.6% |
| Participation rate | 61.7% | 60.5%+1.3pp | 69.1%-7.4pp | 69.9%-8.1pp |
| Annual return | -5.29% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $996 | $855+16.5% | $1,961-49.2% | $2,111-52.8% |
| Participant deferral / active EE | $1,761 | $2,277-22.7% | $3,108-43.3% | $3,350-47.4% |
| Admin fee / account holder | $380 | $467-18.7% | $5,060-92.5% | $521-27.1% |