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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 | $11,625 | $45,152-74.3% | $73,835-84.3% | $59,633-80.5% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2268.13%-2269.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $768 | $1,901-59.6% | $2,788-72.5% | $2,203-65.1% |
| Participant deferral / active EE | $810 | $2,573-68.5% | $3,583-77.4% | $3,192-74.6% |
| Admin fee / account holder | $4,329 | $3,515+23.2% | $4,880-11.3% | $4,297+0.7% |