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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 | $19,962 | $131,835-84.9% | $108,582-81.6% | $273,972-92.7% |
| Participation rate | 56.5% | 83.5%-26.9pp | 79.6%-23.0pp | 83.0%-26.5pp |
| Annual return | 7.79% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,624 | $4,913-66.9% | $3,758-56.8% | $4,869-66.7% |
| Participant deferral / active EE | $2,561 | $5,127-50.1% | $4,311-40.6% | $5,287-51.6% |
| Admin fee / account holder | $2,259 | $10,253-78.0% | $7,645-70.5% | $10,133-77.7% |