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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 | $15,624 | $95,975-83.7% | $74,549-79.0% | $135,379-88.5% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,273 | $3,844-66.9% | $3,108-59.0% | $5,609-77.3% |
| Admin fee / account holder | $6,476 | $6,522-0.7% | $5,059+28.0% | $10,828-40.2% |