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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 | $16,015 | $52,519-69.5% | $155,789-89.7% | $59,633-73.1% |
| Participation rate | 62.1% | 61.7%+0.4pp | 76.1%-14.0pp | 68.7%-6.6pp |
| Annual return | -2.21% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $919 | $1,589-42.2% | $3,839-76.1% | $2,203-58.3% |
| Participant deferral / active EE | $1,154 | $3,084-62.6% | $4,798-75.9% | $3,192-63.8% |
| Admin fee / account holder | $782 | $3,540-77.9% | $7,477-89.5% | $4,297-81.8% |