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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 | $7,736 | $68,996-88.8% | $159,991-95.2% | $68,495-88.7% |
| Participation rate | 68.5% | 65.4%+3.1pp | 78.0%-9.4pp | 67.9%+0.6pp |
| Annual return | -15.66% | -9.65%-6.0pp | 408.82%-424.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,567 | $2,212-29.2% | $4,225-62.9% | $2,596-39.6% |
| Participant deferral / active EE | $1,892 | $4,211-55.1% | $6,183-69.4% | $4,028-53.0% |
| Admin fee / account holder | $3,367 | $4,797-29.8% | $8,715-61.4% | $5,403-37.7% |