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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 | $13,997 | $64,716-78.4% | $112,258-87.5% | $68,495-79.6% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.8pp |
| Annual return | -14.18% | -11.40%-2.8pp | 27.47%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,375 | $2,746-49.9% | $3,636-62.2% | $2,596-47.1% |
| Participant deferral / active EE | $2,341 | $3,565-34.3% | $4,728-50.5% | $4,028-41.9% |
| Admin fee / account holder | $568 | $5,232-89.1% | $6,411-91.1% | $5,403-89.5% |