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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 | $14,424 | $56,197-74.3% | $67,652-78.7% | $59,633-75.8% |
| Participation rate | 58.1% | 71.5%-13.4pp | 75.7%-17.6pp | 68.7%-10.6pp |
| Annual return | -1.29% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $635 | $1,615-60.7% | $2,266-72.0% | $2,203-71.2% |
| Participant deferral / active EE | $1,468 | $2,844-48.4% | $3,560-58.7% | $3,192-54.0% |
| Admin fee / account holder | $606 | $3,958-84.7% | $4,821-87.4% | $4,297-85.9% |