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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 | $14,050 | $78,694-82.1% | $67,652-79.2% | $125,389-88.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -0.49% | 9.46%-9.9pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,051 | $3,044-65.5% | $2,266-53.6% | $4,866-78.4% |
| Participant deferral / active EE | $4,421 | $4,292+3.0% | $3,560+24.2% | $5,352-17.4% |
| Admin fee / account holder | $9,665 | $7,403+30.5% | $4,821+100.5% | $9,541+1.3% |