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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 | $100,255 | $218,893-54.2% | $436,953-77.1% | $233,076-57.0% |
| Participation rate | 40.0% | 49.9%-9.9pp | 44.2%-4.2pp | 46.4%-6.4pp |
| Annual return | -5.33% | -114.99%+109.7pp | -102.04%+96.7pp | -82.67%+77.3pp |
| Employer contribution / active EE | $12,000 | $39,361-69.5% | $36,232-66.9% | $43,771-72.6% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $1,881 | $11,759-84.0% | $12,721-85.2% | $11,204-83.2% |