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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 | $11,361 | $75,962-85.0% | $154,108-92.6% | $64,173-82.3% |
| Participation rate | 40.9% | 70.4%-29.5pp | 83.0%-42.1pp | 69.6%-28.7pp |
| Annual return | -6.69% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,811 | $3,175-42.9% | $5,081-64.3% | $3,470-47.8% |
| Admin fee / account holder | $2,179 | $5,589-61.0% | $13,411-83.8% | $4,887-55.4% |