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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 | $25,161 | $131,835-80.9% | $108,582-76.8% | $273,972-90.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.18% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $869 | $4,913-82.3% | $3,758-76.9% | $4,869-82.2% |
| Participant deferral / active EE | $1,975 | $5,127-61.5% | $4,311-54.2% | $5,287-62.7% |
| Admin fee / account holder | $10,346 | $10,253+0.9% | $7,645+35.3% | $10,133+2.1% |