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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 | $16,430 | $82,674-80.1% | $125,363-86.9% | $68,495-76.0% |
| Participation rate | 67.2% | 75.0%-7.8pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.15%-584.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,754 | $3,382-48.1% | $4,815-63.6% | $2,596-32.5% |
| Participant deferral / active EE | $3,593 | $6,111-41.2% | $7,447-51.8% | $4,028-10.8% |
| Admin fee / account holder | $642 | $6,276-89.8% | $10,005-93.6% | $5,403-88.1% |