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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 | $26,840 | $91,525-70.7% | $130,026-79.4% | $75,181-64.3% |
| Participation rate | 44.0% | 71.4%-27.4pp | 78.5%-34.5pp | 67.2%-23.2pp |
| Annual return | 17.26% | -631.40%+648.7pp | -137.26%+154.5pp | 160.69%-143.4pp |
| Employer contribution / active EE | $818 | $2,844-71.2% | $4,321-81.1% | $2,671-69.4% |
| Participant deferral / active EE | $2,022 | $4,342-53.4% | $5,821-65.3% | $4,126-51.0% |
| Admin fee / account holder | $2,145 | $6,778-68.4% | $10,608-79.8% | $5,650-62.0% |