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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 | $10,353 | $46,689-77.8% | $117,498-91.2% | $68,495-84.9% |
| Participation rate | 64.1% | 56.8%+7.3pp | 70.6%-6.5pp | 67.9%-3.8pp |
| Annual return | -18.19% | -14.52%-3.7pp | 29.75%-47.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,084 | $1,505-28.0% | $4,178-74.1% | $2,596-58.3% |
| Participant deferral / active EE | $2,031 | $2,637-23.0% | $4,071-50.1% | $4,028-49.6% |
| Admin fee / account holder | $3,893 | $4,021-3.2% | $5,646-31.1% | $5,403-28.0% |