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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 | $13,109 | $50,947-74.3% | $74,549-82.4% | $64,173-79.6% |
| Participation rate | 41.9% | 61.1%-19.2pp | 69.1%-27.3pp | 69.6%-27.7pp |
| Annual return | -4.83% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $336 | $1,115-69.9% | $1,961-82.9% | $2,381-85.9% |
| Participant deferral / active EE | $1,132 | $2,302-50.8% | $3,108-63.6% | $3,470-67.4% |
| Admin fee / account holder | $4,746 | $4,221+12.4% | $5,059-6.2% | $4,887-2.9% |