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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 | $16,268 | $56,197-71.1% | $67,652-76.0% | $59,633-72.7% |
| Participation rate | 53.8% | 71.5%-17.6pp | 75.7%-21.8pp | 68.7%-14.8pp |
| Annual return | -1.73% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $820 | $1,615-49.2% | $2,266-63.8% | $2,203-62.8% |
| Participant deferral / active EE | $1,615 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $3,558 | $3,958-10.1% | $4,821-26.2% | $4,297-17.2% |