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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 | $21,153 | $167,522-87.4% | $151,639-86.1% | $134,532-84.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -11.57% | 7.81%-19.4pp | 3.34%-14.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $1,900 | $6,828-72.2% | $6,165-69.2% | $4,741-59.9% |
| Participant deferral / active EE | $14,361 | $8,986+59.8% | $8,363+71.7% | $6,401+124.4% |
| Admin fee / account holder | $962 | $13,780-93.0% | $11,613-91.7% | $11,429-91.6% |