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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 | $16,289 | $129,959-87.5% | $104,301-84.4% | $134,532-87.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -17.68% | 42.04%-59.7pp | 24.61%-42.3pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,253 | $4,185-70.1% | $3,373-62.8% | $4,741-73.6% |
| Participant deferral / active EE | $2,033 | $5,589-63.6% | $4,626-56.1% | $6,401-68.2% |
| Admin fee / account holder | $1,581 | $9,325-83.0% | $7,340-78.5% | $11,429-86.2% |