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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 | $12,461 | $97,020-87.2% | $83,327-85.0% | $135,380-90.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -8.51% | 12.31%-20.8pp | 10.64%-19.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,391 | $5,964+40.7% | $5,565+50.8% | $5,609+49.6% |
| Admin fee / account holder | $8,342 | $8,426-1.0% | $7,540+10.6% | $10,828-23.0% |