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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 | $9,318 | $67,411-86.2% | $91,004-89.8% | $70,126-86.7% |
| Participation rate | 46.1% | 71.4%-25.3pp | 75.6%-29.5pp | 69.5%-23.5pp |
| Annual return | 51.16% | -40.16%+91.3pp | 4.60%+46.6pp | 73.15%-22.0pp |
| Employer contribution / active EE | $1,322 | $1,786-26.0% | $2,456-46.2% | $2,343-43.6% |
| Participant deferral / active EE | $1,973 | $2,823-30.1% | $3,548-44.4% | $3,332-40.8% |
| Admin fee / account holder | $1,888 | $4,236-55.4% | $5,417-65.2% | $4,645-59.4% |