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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 | $12,683 | $131,835-90.4% | $108,582-88.3% | $273,972-95.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 2.83% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,937 | $4,913-60.6% | $3,758-48.5% | $4,869-60.2% |
| Participant deferral / active EE | $2,746 | $5,127-46.5% | $4,311-36.3% | $5,287-48.1% |
| Admin fee / account holder | $14,866 | $10,253+45.0% | $7,645+94.4% | $10,133+46.7% |