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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 | $23,918 | $131,835-81.9% | $108,582-78.0% | $273,972-91.3% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 4.29% | -91.57%+95.9pp | -51.70%+56.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,690 | $4,913-65.6% | $3,758-55.0% | $4,869-65.3% |
| Participant deferral / active EE | $3,049 | $5,127-40.5% | $4,311-29.3% | $5,287-42.3% |
| Admin fee / account holder | $13,835 | $10,253+34.9% | $7,645+81.0% | $10,133+36.5% |