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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 | $23,964 | $91,537-73.8% | $130,045-81.6% | $75,173-68.1% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 29.14% | -631.55%+660.7pp | -137.30%+166.4pp | 160.72%-131.6pp |
| Employer contribution / active EE | $1,091 | $2,845-61.7% | $4,321-74.8% | $2,671-59.2% |
| Participant deferral / active EE | $2,406 | $4,343-44.6% | $5,820-58.7% | $4,126-41.7% |
| Admin fee / account holder | $3,074 | $6,780-54.7% | $10,600-71.0% | $5,651-45.6% |