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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 | $17,539 | $95,975-81.7% | $74,552-76.5% | $135,382-87.0% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -8.21% | 56.96%-65.2pp | 32.53%-40.7pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,320 | $2,716-51.4% | $1,961-32.7% | $4,779-72.4% |
| Participant deferral / active EE | $1,707 | $3,844-55.6% | $3,108-45.1% | $5,609-69.6% |
| Admin fee / account holder | $1,978 | $6,522-69.7% | $5,060-60.9% | $10,829-81.7% |