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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 | $16,452 | $131,835-87.5% | $108,582-84.8% | $273,972-94.0% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 6.77% | -91.57%+98.3pp | -51.70%+58.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,304 | $4,913-73.5% | $3,758-65.3% | $4,869-73.2% |
| Participant deferral / active EE | $1,484 | $5,127-71.1% | $4,311-65.6% | $5,287-71.9% |
| Admin fee / account holder | $748 | $10,253-92.7% | $7,645-90.2% | $10,133-92.6% |