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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 | $20,721 | $72,404-71.4% | $110,243-81.2% | $64,173-67.7% |
| Participation rate | 52.1% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.5pp |
| Annual return | -6.42% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $998 | $2,282-56.3% | $3,827-73.9% | $2,381-58.1% |
| Participant deferral / active EE | $2,565 | $3,469-26.1% | $4,672-45.1% | $3,470-26.1% |
| Admin fee / account holder | $2,568 | $5,664-54.7% | $8,548-70.0% | $4,887-47.5% |