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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 | $11,822 | $167,362-92.9% | $143,799-91.8% | $134,532-91.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -15.74% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,193 | $5,620-61.0% | $4,952-55.7% | $4,741-53.7% |
| Participant deferral / active EE | $4,108 | $6,447-36.3% | $5,638-27.1% | $6,401-35.8% |
| Admin fee / account holder | $451 | $18,094-97.5% | $14,677-96.9% | $11,429-96.1% |