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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 | $19,275 | $142,392-86.5% | $119,622-83.9% | $134,532-85.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -15.91% | -12.46%-3.5pp | -14.98%-0.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,030 | $5,224-61.1% | $4,232-52.0% | $4,741-57.2% |
| Participant deferral / active EE | $3,081 | $6,467-52.4% | $5,601-45.0% | $6,401-51.9% |
| Admin fee / account holder | $17,112 | $13,593+25.9% | $10,328+65.7% | $11,429+49.7% |