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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 | $12,603 | $43,730-71.2% | $121,220-89.6% | $64,173-80.4% |
| Participation rate | 67.6% | 58.3%+9.3pp | 71.8%-4.1pp | 69.6%-1.9pp |
| Annual return | -0.81% | 68.94%-69.7pp | 16.94%-17.7pp | 7.63%-8.4pp |
| Employer contribution / active EE | $503 | $1,297-61.2% | $4,023-87.5% | $2,381-78.9% |
| Participant deferral / active EE | $1,024 | $2,281-55.1% | $3,345-69.4% | $3,470-70.5% |
| Admin fee / account holder | $534 | $3,502-84.8% | $5,021-89.4% | $4,887-89.1% |