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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 | $64,729-73.1% | $112,263-84.5% | $68,490-74.6% |
| Participation rate | 34.0% | 67.2%-33.2pp | 75.1%-41.1pp | 67.9%-33.9pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.49%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $899 | $2,746-67.3% | $3,636-75.3% | $2,597-65.4% |
| Participant deferral / active EE | $1,685 | $3,566-52.7% | $4,729-64.4% | $4,028-58.2% |
| Admin fee / account holder | $3,118 | $5,222-40.3% | $6,410-51.4% | $5,403-42.3% |