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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 | $12,619 | $91,537-86.2% | $130,045-90.3% | $75,173-83.2% |
| Participation rate | 55.4% | 71.5%-16.0pp | 78.5%-23.1pp | 67.2%-11.8pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,077 | $2,845-27.0% | $4,321-51.9% | $2,671-22.2% |
| Participant deferral / active EE | $4,321 | $4,343-0.5% | $5,820-25.8% | $4,126+4.7% |
| Admin fee / account holder | $705 | $6,780-89.6% | $10,600-93.3% | $5,651-87.5% |