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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 | $15,423 | $56,339-72.6% | $104,301-85.2% | $68,486-77.5% |
| Participation rate | 52.9% | 63.3%-10.3pp | 73.3%-20.3pp | 67.9%-15.0pp |
| Annual return | -14.94% | -9.19%-5.8pp | 24.61%-39.6pp | -7.85%-7.1pp |
| Employer contribution / active EE | $778 | $1,960-60.3% | $3,373-76.9% | $2,597-70.0% |
| Participant deferral / active EE | $2,160 | $3,077-29.8% | $4,626-53.3% | $4,028-46.4% |
| Admin fee / account holder | $5,522 | $4,902+12.7% | $7,340-24.8% | $5,404+2.2% |