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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 | $13,968 | $39,162-64.3% | $100,671-86.1% | $59,633-76.6% |
| Participation rate | 69.2% | 55.9%+13.4pp | 70.7%-1.5pp | 68.7%+0.6pp |
| Annual return | -1.90% | 21.07%-23.0pp | 20.43%-22.3pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $417 | $1,151-63.7% | $4,012-89.6% | $2,203-81.0% |
| Participant deferral / active EE | $2,162 | $1,992+8.5% | $3,144-31.2% | $3,192-32.3% |
| Admin fee / account holder | $3,776 | $2,969+27.2% | $4,850-22.1% | $4,297-12.1% |