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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 | $2,160 | $105,861-98.0% | $90,756-97.6% | $134,509-98.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -14.33% | -10.99%-3.3pp | -12.16%-2.2pp | 418.13%-432.5pp |
| Employer contribution / active EE | $3,625 | $3,463+4.7% | $2,922+24.1% | $4,741-23.5% |
| Participant deferral / active EE | $9,063 | $5,217+73.7% | $4,565+98.5% | $6,400+41.6% |
| Admin fee / account holder | $142,286 | $13,938+920.8% | $8,445+1584.8% | $11,427+1145.2% |