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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 | $10,945 | $69,012-84.1% | $160,037-93.2% | $68,490-84.0% |
| Participation rate | 65.9% | 65.4%+0.4pp | 78.0%-12.1pp | 67.9%-2.0pp |
| Annual return | -16.21% | -9.65%-6.6pp | 408.95%-425.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,246 | $2,212-43.7% | $4,226-70.5% | $2,597-52.0% |
| Participant deferral / active EE | $1,821 | $4,212-56.8% | $6,184-70.5% | $4,028-54.8% |
| Admin fee / account holder | $618 | $4,798-87.1% | $8,716-92.9% | $5,403-88.6% |