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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 | $14,894 | $91,525-83.7% | $130,026-88.5% | $75,181-80.2% |
| Participation rate | 44.2% | 71.4%-27.2pp | 78.5%-34.3pp | 67.2%-23.0pp |
| Annual return | 16.53% | -631.40%+647.9pp | -137.26%+153.8pp | 160.69%-144.2pp |
| Employer contribution / active EE | $1,086 | $2,844-61.8% | $4,321-74.9% | $2,671-59.3% |
| Participant deferral / active EE | $1,892 | $4,342-56.4% | $5,821-67.5% | $4,126-54.1% |
| Admin fee / account holder | $791 | $6,778-88.3% | $10,608-92.5% | $5,650-86.0% |