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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 | $11,475 | $82,674-86.1% | $125,381-90.8% | $68,486-83.2% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.4%-28.6pp | 67.9%-14.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,528 | $3,382-54.8% | $4,815-68.3% | $2,597-41.2% |
| Participant deferral / active EE | $2,956 | $6,111-51.6% | $7,448-60.3% | $4,028-26.6% |
| Admin fee / account holder | $5,808 | $6,277-7.5% | $10,007-42.0% | $5,404+7.5% |