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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 | $15,800 | $100,805-84.3% | $86,698-81.8% | $134,532-88.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -17.63% | 29.09%-46.7pp | 35.95%-53.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,528 | $3,490-56.2% | $2,837-46.1% | $4,741-67.8% |
| Participant deferral / active EE | $3,223 | $5,339-39.6% | $4,656-30.8% | $6,401-49.6% |
| Admin fee / account holder | $8,341 | $10,925-23.7% | $7,493+11.3% | $11,429-27.0% |