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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 | $24,621 | $72,404-66.0% | $110,243-77.7% | $64,173-61.6% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.6%-26.0pp |
| Annual return | -4.05% | -6.29%+2.2pp | 314.76%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $656 | $2,282-71.3% | $3,827-82.9% | $2,381-72.5% |
| Participant deferral / active EE | $3,299 | $3,469-4.9% | $4,672-29.4% | $3,470-4.9% |
| Admin fee / account holder | $2,086 | $5,664-63.2% | $8,548-75.6% | $4,887-57.3% |