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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 | $14,630 | $51,226-71.4% | $82,744-82.3% | $66,938-78.1% |
| Participation rate | 48.0% | 67.9%-19.9pp | 72.6%-24.5pp | 69.8%-21.8pp |
| Annual return | -11.16% | -9.61%-1.6pp | 702.22%-713.4pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,005 | $2,612-61.5% | $3,008-66.6% | $2,545-60.5% |
| Participant deferral / active EE | $1,463 | $3,460-57.7% | $4,395-66.7% | $4,238-65.5% |
| Admin fee / account holder | $7,616 | $416+1732.8% | $5,325+43.0% | $594+1183.2% |