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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 | $13,133 | $167,353-92.2% | $143,797-90.9% | $134,545-90.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.80% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,165 | $6,447-66.4% | $5,638-61.6% | $6,401-66.2% |
| Admin fee / account holder | $4,856 | $18,096-73.2% | $14,679-66.9% | $11,431-57.5% |