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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 | $12,156 | $69,012-82.4% | $160,037-92.4% | $68,490-82.3% |
| Participation rate | 52.0% | 65.4%-13.4pp | 78.0%-26.0pp | 67.9%-15.9pp |
| Annual return | -14.88% | -9.65%-5.2pp | 408.95%-423.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,392 | $2,212+53.3% | $4,226-19.7% | $2,597+30.6% |
| Participant deferral / active EE | $7,425 | $4,212+76.3% | $6,184+20.1% | $4,028+84.3% |
| Admin fee / account holder | $609 | $4,798-87.3% | $8,716-93.0% | $5,403-88.7% |