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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 | $17,639 | $82,674-78.7% | $125,381-85.9% | $68,486-74.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.31%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,111 | $3,382-67.1% | $4,815-76.9% | $2,597-57.2% |
| Participant deferral / active EE | $2,643 | $6,111-56.8% | $7,448-64.5% | $4,028-34.4% |
| Admin fee / account holder | $1,826 | $6,277-70.9% | $10,007-81.8% | $5,404-66.2% |