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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 | $17,411 | $64,706-73.1% | $112,244-84.5% | $68,498-74.6% |
| Participation rate | 34.0% | 67.1%-33.1pp | 75.1%-41.1pp | 67.9%-33.9pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.46%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $899 | $2,746-67.3% | $3,635-75.3% | $2,596-65.4% |
| Participant deferral / active EE | $1,685 | $3,565-52.7% | $4,728-64.4% | $4,027-58.2% |
| Admin fee / account holder | $3,118 | $5,231-40.4% | $6,411-51.4% | $5,403-42.3% |