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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 | $17,968 | $197,819-90.9% | $155,789-88.5% | $125,389-85.7% |
| Participation rate | 56.3% | 82.1%-25.8pp | 76.1%-19.8pp | 83.2%-26.9pp |
| Annual return | -1.87% | 86.73%-88.6pp | 71.54%-73.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,839 | $4,850-41.5% | $3,839-26.0% | $4,866-41.7% |
| Participant deferral / active EE | $4,597 | $5,631-18.4% | $4,798-4.2% | $5,352-14.1% |
| Admin fee / account holder | $513 | $9,544-94.6% | $7,477-93.1% | $9,541-94.6% |