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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 | $17,442 | $49,451-64.7% | $79,576-78.1% | $66,930-73.9% |
| Participation rate | 60.7% | 61.3%-0.7pp | 69.5%-8.8pp | 69.8%-9.1pp |
| Annual return | -17.78% | 84.25%-102.0pp | 0.15%-17.9pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,006 | $1,266-20.5% | $2,413-58.3% | $2,545-60.5% |
| Participant deferral / active EE | $4,991 | $3,159+58.0% | $3,985+25.2% | $4,238+17.8% |
| Admin fee / account holder | $1,048 | $595+76.2% | $6,834-84.7% | $593+76.6% |