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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 | $18,426 | $142,392-87.1% | $119,622-84.6% | $134,532-86.3% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | -18.26% | -12.46%-5.8pp | -14.98%-3.3pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,654 | $5,224-68.3% | $4,232-60.9% | $4,741-65.1% |
| Participant deferral / active EE | $4,053 | $6,467-37.3% | $5,601-27.6% | $6,401-36.7% |
| Admin fee / account holder | $834 | $13,593-93.9% | $10,328-91.9% | $11,429-92.7% |