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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 | $12,324 | $56,197-78.1% | $67,652-81.8% | $59,633-79.3% |
| Participation rate | 55.1% | 71.5%-16.4pp | 75.7%-20.6pp | 68.7%-13.6pp |
| Annual return | -0.55% | 18508.10%-18508.7pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $948 | $1,615-41.3% | $2,266-58.2% | $2,203-57.0% |
| Participant deferral / active EE | $3,642 | $2,844+28.1% | $3,560+2.3% | $3,192+14.1% |
| Admin fee / account holder | $8,028 | $3,958+102.8% | $4,821+66.5% | $4,297+86.8% |