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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 | $9,906 | $100,811-90.2% | $86,698-88.6% | $134,545-92.6% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -17.92% | 29.11%-47.0pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,897 | $3,490+11.7% | $2,837+37.4% | $4,742-17.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $856 | $10,926-92.2% | $7,492-88.6% | $11,431-92.5% |