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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 | $11,254 | $82,630-86.4% | $64,105-82.4% | $125,389-91.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.28% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,078 | $2,671-59.7% | $1,820-40.8% | $4,866-77.9% |
| Participant deferral / active EE | $2,369 | $3,608-34.3% | $2,822-16.0% | $5,352-55.7% |
| Admin fee / account holder | $906 | $6,382-85.8% | $4,499-79.9% | $9,541-90.5% |