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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 | $14,638 | $77,816-81.2% | $123,552-88.2% | $64,173-77.2% |
| Participation rate | 47.6% | 74.7%-27.1pp | 82.3%-34.7pp | 69.6%-22.0pp |
| Annual return | -5.60% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,232 | $3,014-59.1% | $4,628-73.4% | $2,381-48.3% |
| Participant deferral / active EE | $2,363 | $5,240-54.9% | $6,426-63.2% | $3,470-31.9% |
| Admin fee / account holder | $1,401 | $5,519-74.6% | $9,285-84.9% | $4,887-71.3% |