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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 | $11,622 | $100,811-88.5% | $86,698-86.6% | $134,545-91.4% |
| Participation rate | 45.5% | 79.0%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -14.85% | 29.11%-44.0pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,582 | $3,490-54.7% | $2,837-44.2% | $4,742-66.6% |
| Participant deferral / active EE | $3,272 | $5,339-38.7% | $4,656-29.7% | $6,401-48.9% |
| Admin fee / account holder | $1,179 | $10,926-89.2% | $7,492-84.3% | $11,431-89.7% |