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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 | $12,481 | $68,996-81.9% | $159,981-92.2% | $68,498-81.8% |
| Participation rate | 69.7% | 65.4%+4.3pp | 78.0%-8.3pp | 67.9%+1.8pp |
| Annual return | -17.99% | -9.65%-8.3pp | 408.70%-426.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $716 | $2,212-67.6% | $4,224-83.1% | $2,596-72.4% |
| Participant deferral / active EE | $3,064 | $4,211-27.2% | $6,182-50.4% | $4,027-23.9% |
| Admin fee / account holder | $671 | $4,797-86.0% | $8,700-92.3% | $5,403-87.6% |