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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 | $15,581 | $57,350-72.8% | $83,850-81.4% | $64,181-75.7% |
| Participation rate | 28.6% | 68.6%-40.0pp | 76.1%-47.6pp | 69.6%-41.0pp |
| Annual return | -4.17% | 11.38%-15.6pp | 850.92%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $969 | $2,545-62.0% | $3,631-73.3% | $2,381-59.3% |
| Participant deferral / active EE | $1,849 | $2,993-38.2% | $4,082-54.7% | $3,470-46.7% |
| Admin fee / account holder | $7,561 | $4,046+86.9% | $5,478+38.0% | $4,887+54.7% |