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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 | $12,232 | $69,012-82.3% | $160,009-92.4% | $68,486-82.1% |
| Participation rate | 15.4% | 65.4%-50.0pp | 78.0%-62.6pp | 67.9%-52.5pp |
| Annual return | -16.50% | -9.65%-6.9pp | 408.85%-425.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,205 | $2,212-0.3% | $4,225-47.8% | $2,597-15.1% |
| Participant deferral / active EE | $2,474 | $4,212-41.3% | $6,183-60.0% | $4,028-38.6% |
| Admin fee / account holder | $11,333 | $4,798+136.2% | $8,715+30.0% | $5,404+109.7% |