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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 | $16,970 | $64,729-73.8% | $112,263-84.9% | $68,490-75.2% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -15.34% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,480 | $2,746-46.1% | $3,636-59.3% | $2,597-43.0% |
| Participant deferral / active EE | $3,163 | $3,566-11.3% | $4,729-33.1% | $4,028-21.5% |
| Admin fee / account holder | $437 | $5,222-91.6% | $6,410-93.2% | $5,403-91.9% |