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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 | $23,546 | $84,499-72.1% | $125,391-81.2% | $66,949-64.8% |
| Participation rate | 67.2% | 76.4%-9.2pp | 82.4%-15.2pp | 69.8%-2.6pp |
| Annual return | -5.31% | -8.49%+3.2pp | 572.41%-577.7pp | 1.57%-6.9pp |
| Employer contribution / active EE | $1,593 | $3,554-55.2% | $4,816-66.9% | $2,545-37.4% |
| Participant deferral / active EE | $4,270 | $6,785-37.1% | $7,448-42.7% | $4,239+0.7% |
| Admin fee / account holder | $1,133 | $685+65.3% | $10,009-88.7% | $594+90.8% |