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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 | $15,393 | $131,835-88.3% | $108,582-85.8% | $273,972-94.4% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 4.21% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,137 | $4,913-76.9% | $3,758-69.8% | $4,869-76.7% |
| Participant deferral / active EE | $4,257 | $5,127-17.0% | $4,311-1.2% | $5,287-19.5% |
| Admin fee / account holder | $3,166 | $10,253-69.1% | $7,645-58.6% | $10,133-68.8% |