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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 | $17,556 | $64,719-72.9% | $112,249-84.4% | $68,486-74.4% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -8.82% | -11.40%+2.6pp | 27.48%-36.3pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,623 | $2,747-40.9% | $3,636-55.4% | $2,597-37.5% |
| Participant deferral / active EE | $5,001 | $3,565+40.3% | $4,729+5.8% | $4,028+24.2% |
| Admin fee / account holder | $1,811 | $5,232-65.4% | $6,412-71.8% | $5,404-66.5% |