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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 | $15,023 | $100,805-85.1% | $86,698-82.7% | $134,532-88.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.87% | 29.09%-46.0pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,651 | $3,490-52.7% | $2,837-41.8% | $4,741-65.2% |
| Participant deferral / active EE | $3,991 | $5,339-25.3% | $4,656-14.3% | $6,401-37.6% |
| Admin fee / account holder | $4,930 | $10,925-54.9% | $7,493-34.2% | $11,429-56.9% |