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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 | $8,734 | $100,811-91.3% | $86,698-89.9% | $134,545-93.5% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -17.02% | 29.11%-46.1pp | 35.96%-53.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,279 | $3,490-63.3% | $2,837-54.9% | $4,742-73.0% |
| Participant deferral / active EE | $3,466 | $5,339-35.1% | $4,656-25.6% | $6,401-45.9% |
| Admin fee / account holder | $13,701 | $10,926+25.4% | $7,492+82.9% | $11,431+19.9% |