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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 | $19,533 | $142,361-86.3% | $119,608-83.7% | $134,509-85.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.39% | -12.46%-5.9pp | -14.98%-3.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,162 | $5,224-58.6% | $4,232-48.9% | $4,741-54.4% |
| Participant deferral / active EE | $7,946 | $6,468+22.8% | $5,601+41.8% | $6,400+24.1% |
| Admin fee / account holder | $2,081 | $13,588-84.7% | $10,326-79.9% | $11,427-81.8% |