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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 | $24,569 | $66,302-62.9% | $110,241-77.7% | $56,287-56.3% |
| Participation rate | 40.4% | 74.9%-34.6pp | 79.8%-39.5pp | 69.9%-29.5pp |
| Annual return | -3.36% | -1.18%-2.2pp | 314.75%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,083 | $2,047-47.1% | $3,827-71.7% | $2,111-48.7% |
| Participant deferral / active EE | $2,519 | $3,381-25.5% | $4,672-46.1% | $3,350-24.8% |
| Admin fee / account holder | $1,420 | $698+103.2% | $8,548-83.4% | $521+172.5% |