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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 | $14,376 | $53,596-73.2% | $90,657-84.1% | $64,173-77.6% |
| Participation rate | 66.7% | 64.5%+2.2pp | 74.0%-7.4pp | 69.6%-2.9pp |
| Annual return | -5.66% | 4.41%-10.1pp | 1.89%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $831 | $1,503-44.7% | $2,532-67.2% | $2,381-65.1% |
| Participant deferral / active EE | $1,063 | $2,459-56.8% | $3,424-69.0% | $3,470-69.4% |
| Admin fee / account holder | $1,672 | $3,868-56.8% | $4,994-66.5% | $4,887-65.8% |