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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 | $17,471 | $91,536-80.9% | $130,062-86.6% | $75,177-76.8% |
| Participation rate | 58.8% | 71.5%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 34.21% | -631.62%+665.8pp | -137.37%+171.6pp | 160.75%-126.5pp |
| Employer contribution / active EE | $1,559 | $2,845-45.2% | $4,322-63.9% | $2,671-41.6% |
| Participant deferral / active EE | $4,102 | $4,343-5.5% | $5,821-29.5% | $4,126-0.6% |
| Admin fee / account holder | $692 | $6,780-89.8% | $10,601-93.5% | $5,651-87.7% |