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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 | $26,306 | $91,536-71.3% | $130,062-79.8% | $75,177-65.0% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 16.73% | -631.62%+648.3pp | -137.37%+154.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,532 | $2,845-46.1% | $4,322-64.5% | $2,671-42.6% |
| Participant deferral / active EE | $2,532 | $4,343-41.7% | $5,821-56.5% | $4,126-38.6% |
| Admin fee / account holder | $759 | $6,780-88.8% | $10,601-92.8% | $5,651-86.6% |