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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 | $24,743 | $72,404-65.8% | $110,243-77.6% | $64,173-61.4% |
| Participation rate | 47.2% | 73.3%-26.1pp | 79.8%-32.6pp | 69.6%-22.3pp |
| Annual return | -6.81% | -6.29%-0.5pp | 314.76%-321.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,371 | $2,282-39.9% | $3,827-64.2% | $2,381-42.4% |
| Participant deferral / active EE | $1,901 | $3,469-45.2% | $4,672-59.3% | $3,470-45.2% |
| Admin fee / account holder | $372 | $5,664-93.4% | $8,548-95.6% | $4,887-92.4% |