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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 | $13,428 | $91,537-85.3% | $130,045-89.7% | $75,173-82.1% |
| Participation rate | 59.0% | 71.5%-12.4pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 15.58% | -631.55%+647.1pp | -137.30%+152.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,775 | $2,845-37.6% | $4,321-58.9% | $2,671-33.5% |
| Participant deferral / active EE | $2,578 | $4,343-40.6% | $5,820-55.7% | $4,126-37.5% |
| Admin fee / account holder | $5,075 | $6,780-25.1% | $10,600-52.1% | $5,651-10.2% |