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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 | $12,550 | $142,392-91.2% | $119,622-89.5% | $134,532-90.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.03% | -12.46%-7.6pp | -14.98%-5.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,456 | $5,224-72.1% | $4,232-65.6% | $4,741-69.3% |
| Participant deferral / active EE | $3,618 | $6,467-44.1% | $5,601-35.4% | $6,401-43.5% |
| Admin fee / account holder | $622 | $13,593-95.4% | $10,328-94.0% | $11,429-94.6% |