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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 | $15,723 | $77,817-79.8% | $123,553-87.3% | $64,173-75.5% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -7.02% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,820 | $3,014-39.6% | $4,628-60.7% | $2,381-23.5% |
| Participant deferral / active EE | $3,531 | $5,240-32.6% | $6,426-45.1% | $3,470+1.8% |
| Admin fee / account holder | $2,530 | $5,519-54.2% | $9,284-72.8% | $4,887-48.2% |