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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 | $15,360 | $59,834-74.3% | $79,576-80.7% | $68,495-77.6% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -16.79% | -12.30%-4.5pp | 0.15%-16.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,275 | $1,505-15.3% | $2,413-47.1% | $2,596-50.9% |
| Participant deferral / active EE | $2,891 | $3,024-4.4% | $3,985-27.4% | $4,028-28.2% |
| Admin fee / account holder | $340 | $4,835-93.0% | $6,834-95.0% | $5,403-93.7% |