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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 | $13,903 | $69,012-79.9% | $160,037-91.3% | $68,490-79.7% |
| Participation rate | 62.2% | 65.4%-3.2pp | 78.0%-15.8pp | 67.9%-5.7pp |
| Annual return | -12.32% | -9.65%-2.7pp | 408.95%-421.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $757 | $2,212-65.8% | $4,226-82.1% | $2,597-70.8% |
| Participant deferral / active EE | $2,646 | $4,212-37.2% | $6,184-57.2% | $4,028-34.3% |
| Admin fee / account holder | $507 | $4,798-89.4% | $8,716-94.2% | $5,403-90.6% |