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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 | $10,453 | $82,674-87.4% | $125,381-91.7% | $68,486-84.7% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,505 | $3,382-55.5% | $4,815-68.7% | $2,597-42.0% |
| Participant deferral / active EE | $2,606 | $6,111-57.4% | $7,448-65.0% | $4,028-35.3% |
| Admin fee / account holder | $1,722 | $6,277-72.6% | $10,007-82.8% | $5,404-68.1% |