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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 | $14,831 | $43,730-66.1% | $121,220-87.8% | $64,173-76.9% |
| Participation rate | 44.7% | 58.3%-13.6pp | 71.8%-27.0pp | 69.6%-24.8pp |
| Annual return | -3.70% | 68.94%-72.6pp | 16.94%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $759 | $1,297-41.5% | $4,023-81.1% | $2,381-68.1% |
| Participant deferral / active EE | $1,004 | $2,281-56.0% | $3,345-70.0% | $3,470-71.1% |
| Admin fee / account holder | $1,223 | $3,502-65.1% | $5,021-75.6% | $4,887-75.0% |