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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 | $20,918 | $167,522-87.5% | $151,639-86.2% | $134,532-84.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -13.73% | 7.81%-21.5pp | 3.34%-17.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,768 | $6,828-74.1% | $6,165-71.3% | $4,741-62.7% |
| Participant deferral / active EE | $4,433 | $8,986-50.7% | $8,363-47.0% | $6,401-30.8% |
| Admin fee / account holder | $1,813 | $13,780-86.8% | $11,613-84.4% | $11,429-84.1% |