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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 | $13,466 | $53,596-74.9% | $90,657-85.1% | $64,173-79.0% |
| Participation rate | 61.9% | 64.5%-2.6pp | 74.0%-12.1pp | 69.6%-7.7pp |
| Annual return | -5.62% | 4.41%-10.0pp | 1.89%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $475 | $1,503-68.4% | $2,532-81.3% | $2,381-80.1% |
| Participant deferral / active EE | $1,079 | $2,459-56.1% | $3,424-68.5% | $3,470-68.9% |
| Admin fee / account holder | $1,129 | $3,868-70.8% | $4,994-77.4% | $4,887-76.9% |