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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 | $17,205 | $77,817-77.9% | $123,553-86.1% | $64,173-73.2% |
| Participation rate | 69.9% | 74.7%-4.8pp | 82.3%-12.4pp | 69.6%+0.3pp |
| Annual return | -7.85% | 12.49%-20.3pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,251 | $3,014-58.5% | $4,628-73.0% | $2,381-47.5% |
| Participant deferral / active EE | $2,270 | $5,240-56.7% | $6,426-64.7% | $3,470-34.6% |
| Admin fee / account holder | $2,157 | $5,519-60.9% | $9,284-76.8% | $4,887-55.9% |