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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 | $15,303 | $95,979-84.1% | $74,551-79.5% | $135,380-88.7% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -6.13% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,906 | $2,716-29.8% | $1,961-2.8% | $4,779-60.1% |
| Participant deferral / active EE | $4,167 | $3,844+8.4% | $3,108+34.1% | $5,609-25.7% |
| Admin fee / account holder | $6,982 | $6,522+7.1% | $5,059+38.0% | $10,828-35.5% |