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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 | $15,317 | $131,835-88.4% | $108,582-85.9% | $273,972-94.4% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.6%-26.6pp | 83.0%-30.1pp |
| Annual return | 5.05% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,647 | $4,913-66.5% | $3,758-56.2% | $4,869-66.2% |
| Participant deferral / active EE | $1,647 | $5,127-67.9% | $4,311-61.8% | $5,287-68.8% |
| Admin fee / account holder | $5,978 | $10,253-41.7% | $7,645-21.8% | $10,133-41.0% |