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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 | $15,236 | $52,519-71.0% | $155,789-90.2% | $59,633-74.5% |
| Participation rate | 27.1% | 61.7%-34.6pp | 76.1%-49.0pp | 68.7%-41.6pp |
| Annual return | -0.51% | 53.51%-54.0pp | 71.54%-72.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $489 | $1,589-69.2% | $3,839-87.3% | $2,203-77.8% |
| Participant deferral / active EE | $2,218 | $3,084-28.1% | $4,798-53.8% | $3,192-30.5% |
| Admin fee / account holder | $1,918 | $3,540-45.8% | $7,477-74.3% | $4,297-55.4% |