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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 | $13,604 | $78,694-82.7% | $67,652-79.9% | $125,389-89.2% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $911 | $3,044-70.1% | $2,266-59.8% | $4,866-81.3% |
| Participant deferral / active EE | $2,790 | $4,292-35.0% | $3,560-21.6% | $5,352-47.9% |
| Admin fee / account holder | $3,788 | $7,403-48.8% | $4,821-21.4% | $9,541-60.3% |