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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 | $23,308 | $131,835-82.3% | $108,582-78.5% | $273,972-91.5% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.6%-33.7pp | 83.0%-37.2pp |
| Annual return | 7.90% | -91.57%+99.5pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,640 | $4,913-66.6% | $3,758-56.4% | $4,869-66.3% |
| Participant deferral / active EE | $2,044 | $5,127-60.1% | $4,311-52.6% | $5,287-61.3% |
| Admin fee / account holder | $1,813 | $10,253-82.3% | $7,645-76.3% | $10,133-82.1% |