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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 | $19,843 | $77,817-74.5% | $123,553-83.9% | $64,173-69.1% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.3%-17.9pp | 69.6%-5.2pp |
| Annual return | -5.74% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,487 | $3,014-50.7% | $4,628-67.9% | $2,381-37.5% |
| Participant deferral / active EE | $3,188 | $5,240-39.2% | $6,426-50.4% | $3,470-8.1% |
| Admin fee / account holder | $922 | $5,519-83.3% | $9,284-90.1% | $4,887-81.1% |