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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 | $14,540 | $64,716-77.5% | $112,258-87.0% | $68,495-78.8% |
| Participation rate | 58.3% | 67.2%-8.8pp | 75.1%-16.7pp | 67.9%-9.6pp |
| Annual return | -3.79% | -11.40%+7.6pp | 27.47%-31.3pp | -7.84%+4.1pp |
| Employer contribution / active EE | $1,376 | $2,746-49.9% | $3,636-62.1% | $2,596-47.0% |
| Participant deferral / active EE | $1,807 | $3,565-49.3% | $4,728-61.8% | $4,028-55.1% |
| Admin fee / account holder | $4,548 | $5,232-13.1% | $6,411-29.1% | $5,403-15.8% |