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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 | $10,542 | $133,998-92.1% | $112,263-90.6% | $134,545-92.2% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -20.18% | 47.17%-67.4pp | 27.49%-47.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,921 | $4,040-52.4% | $3,636-47.2% | $4,742-59.5% |
| Participant deferral / active EE | $2,664 | $5,292-49.7% | $4,729-43.7% | $6,401-58.4% |
| Admin fee / account holder | $1,131 | $7,493-84.9% | $6,410-82.4% | $11,431-90.1% |