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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 | $8,989 | $129,960-93.1% | $104,299-91.4% | $134,545-93.3% |
| Participation rate | 54.5% | 79.5%-25.0pp | 73.3%-18.7pp | 81.2%-26.7pp |
| Annual return | -18.64% | 42.06%-60.7pp | 24.62%-43.3pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,142 | $4,186-72.7% | $3,373-66.1% | $4,742-75.9% |
| Participant deferral / active EE | $2,172 | $5,589-61.1% | $4,626-53.1% | $6,401-66.1% |
| Admin fee / account holder | $2,045 | $9,324-78.1% | $7,339-72.1% | $11,431-82.1% |