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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 | $4,877 | $54,357-91.0% | $82,706-94.1% | $68,495-92.9% |
| Participation rate | 68.8% | 63.9%+4.8pp | 72.6%-3.8pp | 67.9%+0.9pp |
| Annual return | -16.73% | -13.67%-3.1pp | 701.76%-718.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,196 | $2,218-46.1% | $3,007-60.2% | $2,596-53.9% |
| Participant deferral / active EE | $1,859 | $3,246-42.8% | $4,394-57.7% | $4,028-53.9% |
| Admin fee / account holder | $1,464 | $4,396-66.7% | $5,329-72.5% | $5,403-72.9% |