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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 | $27,637 | $94,529-70.8% | $140,019-80.3% | $64,173-56.9% |
| Participation rate | 52.8% | 84.1%-31.3pp | 87.5%-34.7pp | 69.6%-16.7pp |
| Annual return | -5.69% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,443 | $3,812-62.2% | $5,605-74.3% | $2,381-39.4% |
| Participant deferral / active EE | $2,654 | $5,250-49.4% | $6,927-61.7% | $3,470-23.5% |
| Admin fee / account holder | $3,228 | $6,741-52.1% | $10,705-69.8% | $4,887-34.0% |