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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 | $17,615 | $131,835-86.6% | $108,582-83.8% | $273,972-93.6% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.6%-11.1pp | 83.0%-14.6pp |
| Annual return | 9.92% | -91.57%+101.5pp | -51.70%+61.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,661 | $4,913-66.2% | $3,758-55.8% | $4,869-65.9% |
| Participant deferral / active EE | $2,429 | $5,127-52.6% | $4,311-43.6% | $5,287-54.1% |
| Admin fee / account holder | $777 | $10,253-92.4% | $7,645-89.8% | $10,133-92.3% |