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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 | $12,476 | $75,832-83.5% | $147,617-91.5% | $59,633-79.1% |
| Participation rate | 61.3% | 71.6%-10.3pp | 84.6%-23.3pp | 68.7%-7.4pp |
| Annual return | -1.18% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $575 | $3,485-83.5% | $5,564-89.7% | $2,203-73.9% |
| Participant deferral / active EE | $1,116 | $3,131-64.3% | $4,895-77.2% | $3,192-65.0% |
| Admin fee / account holder | $1,195 | $5,986-80.0% | $11,612-89.7% | $4,297-72.2% |