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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 | $16,023 | $57,352-72.1% | $83,831-80.9% | $64,173-75.0% |
| Participation rate | 66.3% | 68.6%-2.3pp | 76.1%-9.9pp | 69.6%-3.3pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.99%-858.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,204 | $2,546-52.7% | $3,631-66.8% | $2,381-49.4% |
| Participant deferral / active EE | $1,818 | $2,993-39.3% | $4,082-55.5% | $3,470-47.6% |
| Admin fee / account holder | $735 | $4,046-81.8% | $5,479-86.6% | $4,887-85.0% |