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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 | $22,391 | $131,835-83.0% | $108,582-79.4% | $273,972-91.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 9.57% | -91.57%+101.1pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,432 | $4,913-50.5% | $3,758-35.3% | $4,869-50.1% |
| Participant deferral / active EE | $3,717 | $5,127-27.5% | $4,311-13.8% | $5,287-29.7% |
| Admin fee / account holder | $1,046 | $10,253-89.8% | $7,645-86.3% | $10,133-89.7% |