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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 | $24,169 | $131,835-81.7% | $108,582-77.7% | $273,972-91.2% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 8.39% | -91.57%+100.0pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,736 | $4,913-64.7% | $3,758-53.8% | $4,869-64.3% |
| Participant deferral / active EE | $3,733 | $5,127-27.2% | $4,311-13.4% | $5,287-29.4% |
| Admin fee / account holder | $8,109 | $10,253-20.9% | $7,645+6.1% | $10,133-20.0% |