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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 | $12,817 | $140,578-90.9% | $100,671-87.3% | $125,389-89.8% |
| Participation rate | 63.6% | 80.4%-16.8pp | 70.7%-7.1pp | 83.2%-19.6pp |
| Annual return | -2.78% | 24.67%-27.5pp | 20.43%-23.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,719 | $5,965-71.2% | $4,012-57.1% | $4,866-64.7% |
| Participant deferral / active EE | $3,940 | $3,981-1.0% | $3,144+25.3% | $5,352-26.4% |
| Admin fee / account holder | $5,466 | $6,716-18.6% | $4,850+12.7% | $9,541-42.7% |