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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 | $14,198 | $77,816-81.8% | $123,549-88.5% | $64,181-77.9% |
| Participation rate | 38.8% | 74.7%-35.9pp | 82.3%-43.5pp | 69.6%-30.7pp |
| Annual return | -6.84% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $657 | $3,014-78.2% | $4,628-85.8% | $2,381-72.4% |
| Participant deferral / active EE | $3,111 | $5,240-40.6% | $6,426-51.6% | $3,470-10.3% |
| Admin fee / account holder | $6,353 | $5,519+15.1% | $9,284-31.6% | $4,887+30.0% |