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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 | $23,901 | $94,529-74.7% | $140,019-82.9% | $64,173-62.8% |
| Participation rate | 62.7% | 84.1%-21.4pp | 87.5%-24.8pp | 69.6%-6.9pp |
| Annual return | -4.15% | 7.77%-11.9pp | 651.17%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,546 | $3,812-59.4% | $5,605-72.4% | $2,381-35.1% |
| Participant deferral / active EE | $3,428 | $5,250-34.7% | $6,927-50.5% | $3,470-1.2% |
| Admin fee / account holder | $7,598 | $6,741+12.7% | $10,705-29.0% | $4,887+55.5% |