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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 | $18,665 | $81,870-77.2% | $119,634-84.4% | $68,490-72.7% |
| Participation rate | 49.0% | 71.9%-22.9pp | 79.3%-30.3pp | 67.9%-18.9pp |
| Annual return | -11.02% | -23.82%+12.8pp | -14.98%+4.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,440 | $2,692-46.5% | $4,232-66.0% | $2,597-44.5% |
| Participant deferral / active EE | $2,621 | $4,148-36.8% | $5,601-53.2% | $4,028-34.9% |
| Admin fee / account holder | $646 | $6,583-90.2% | $10,329-93.7% | $5,403-88.0% |