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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 | $15,340 | $154,193-90.1% | $130,045-88.2% | $139,466-89.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 30.63% | 32.51%-1.9pp | -137.30%+167.9pp | 373.66%-343.0pp |
| Employer contribution / active EE | $1,298 | $5,292-75.5% | $4,321-70.0% | $4,754-72.7% |
| Participant deferral / active EE | $4,121 | $6,709-38.6% | $5,820-29.2% | $6,712-38.6% |
| Admin fee / account holder | $1,479 | $13,989-89.4% | $10,600-86.0% | $11,409-87.0% |