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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 | $13,232 | $54,162-75.6% | $68,612-80.7% | $64,173-79.4% |
| Participation rate | 69.0% | 68.1%+0.9pp | 72.2%-3.3pp | 69.6%-0.6pp |
| Annual return | -2.26% | -1.62%-0.6pp | -4.63%+2.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,255 | $1,846-32.0% | $2,625-52.2% | $2,381-47.3% |
| Participant deferral / active EE | $1,744 | $2,626-33.6% | $3,311-47.3% | $3,470-49.7% |
| Admin fee / account holder | $681 | $4,029-83.1% | $5,131-86.7% | $4,887-86.1% |