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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 | $11,790 | $45,566-74.1% | $64,105-81.6% | $59,633-80.2% |
| Participation rate | 51.7% | 60.2%-8.5pp | 68.2%-16.5pp | 68.7%-17.0pp |
| Annual return | -1.98% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $767 | $934-17.9% | $1,820-57.9% | $2,203-65.2% |
| Participant deferral / active EE | $1,899 | $2,057-7.6% | $2,822-32.7% | $3,192-40.5% |
| Admin fee / account holder | $2,717 | $3,268-16.8% | $4,499-39.6% | $4,297-36.8% |