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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 | $17,043 | $82,674-79.4% | $125,363-86.4% | $68,495-75.1% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,364 | $3,382-59.7% | $4,815-71.7% | $2,596-47.5% |
| Participant deferral / active EE | $3,508 | $6,111-42.6% | $7,447-52.9% | $4,028-12.9% |
| Admin fee / account holder | $4,119 | $6,276-34.4% | $10,005-58.8% | $5,403-23.8% |