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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 | $54,076 | $276,582-80.4% | $1,035,159-94.8% | $233,076-76.8% |
| Participation rate | 25.0% | 53.4%-28.4pp | 49.6%-24.6pp | 46.4%-21.4pp |
| Annual return | -4.91% | -68.32%+63.4pp | -61.72%+56.8pp | -82.66%+77.7pp |
| Employer contribution / active EE | $11,845 | $50,529-76.6% | $47,703-75.2% | $43,771-72.9% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $7,573 | $5,930+27.7% | $5,792+30.8% | $11,204-32.4% |