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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 | $23,346 | $91,536-74.5% | $130,062-82.0% | $75,177-68.9% |
| Participation rate | 41.7% | 71.5%-29.8pp | 78.5%-36.8pp | 67.2%-25.5pp |
| Annual return | 20.30% | -631.62%+651.9pp | -137.37%+157.7pp | 160.75%-140.5pp |
| Employer contribution / active EE | $984 | $2,845-65.4% | $4,322-77.2% | $2,671-63.1% |
| Participant deferral / active EE | $2,330 | $4,343-46.4% | $5,821-60.0% | $4,126-43.5% |
| Admin fee / account holder | $1,894 | $6,780-72.1% | $10,601-82.1% | $5,651-66.5% |