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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 | $7,850 | $190,879-95.9% | $160,009-95.1% | $134,532-94.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -17.59% | 552.63%-570.2pp | 408.85%-426.4pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,566 | $4,995-68.7% | $4,225-62.9% | $4,741-67.0% |
| Participant deferral / active EE | $2,462 | $6,924-64.4% | $6,183-60.2% | $6,401-61.5% |
| Admin fee / account holder | $1,303 | $10,495-87.6% | $8,715-85.1% | $11,429-88.6% |