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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 | $15,762 | $82,630-80.9% | $64,105-75.4% | $125,388-87.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -2.24% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,242 | $2,671-53.5% | $1,820-31.7% | $4,866-74.5% |
| Participant deferral / active EE | $858 | $3,608-76.2% | $2,822-69.6% | $5,352-84.0% |
| Admin fee / account holder | $375 | $6,382-94.1% | $4,499-91.7% | $9,541-96.1% |