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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 | $16,567 | $82,674-80.0% | $125,381-86.8% | $68,486-75.8% |
| Participation rate | 61.1% | 75.1%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -9.30% | -5.97%-3.3pp | 572.31%-581.6pp | -7.85%-1.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,248 | $6,111-14.1% | $7,448-29.5% | $4,028+30.3% |
| Admin fee / account holder | $2,282 | $6,277-63.6% | $10,007-77.2% | $5,404-57.8% |