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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 | $14,820 | $77,817-81.0% | $123,553-88.0% | $64,173-76.9% |
| Participation rate | 60.8% | 74.7%-13.9pp | 82.3%-21.5pp | 69.6%-8.8pp |
| Annual return | -2.53% | 12.49%-15.0pp | 119.21%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,347 | $3,014-55.3% | $4,628-70.9% | $2,381-43.4% |
| Participant deferral / active EE | $2,582 | $5,240-50.7% | $6,426-59.8% | $3,470-25.6% |
| Admin fee / account holder | $2,386 | $5,519-56.8% | $9,284-74.3% | $4,887-51.2% |