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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 | $13,546 | $50,947-73.4% | $74,551-81.8% | $64,173-78.9% |
| Participation rate | 69.1% | 61.1%+8.0pp | 69.1%-0.1pp | 69.6%-0.5pp |
| Annual return | -7.39% | -1.85%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,864 | $1,115+67.1% | $1,961-5.0% | $2,381-21.7% |
| Participant deferral / active EE | $2,584 | $2,302+12.3% | $3,108-16.9% | $3,470-25.5% |
| Admin fee / account holder | $301 | $4,221-92.9% | $5,059-94.0% | $4,887-93.8% |