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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 | $19,430 | $91,536-78.8% | $130,062-85.1% | $75,177-74.2% |
| Participation rate | 62.9% | 71.5%-8.6pp | 78.5%-15.6pp | 67.2%-4.3pp |
| Annual return | 41.96% | -631.62%+673.6pp | -137.37%+179.3pp | 160.75%-118.8pp |
| Employer contribution / active EE | $2,695 | $2,845-5.3% | $4,322-37.7% | $2,671+0.9% |
| Participant deferral / active EE | $4,260 | $4,343-1.9% | $5,821-26.8% | $4,126+3.2% |
| Admin fee / account holder | $2,021 | $6,780-70.2% | $10,601-80.9% | $5,651-64.2% |