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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 | $13,761 | $45,566-69.8% | $64,105-78.5% | $59,633-76.9% |
| Participation rate | 56.3% | 60.2%-3.9pp | 68.2%-11.9pp | 68.7%-12.4pp |
| Annual return | -2.04% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $424 | $934-54.6% | $1,820-76.7% | $2,203-80.7% |
| Participant deferral / active EE | $1,422 | $2,057-30.9% | $2,822-49.6% | $3,192-55.4% |
| Admin fee / account holder | $1,135 | $3,268-65.3% | $4,499-74.8% | $4,297-73.6% |