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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 | $12,394 | $52,519-76.4% | $155,789-92.0% | $59,633-79.2% |
| Participation rate | 60.7% | 61.7%-1.0pp | 76.1%-15.4pp | 68.7%-8.0pp |
| Annual return | -1.71% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,489 | $1,589-6.3% | $3,839-61.2% | $2,203-32.4% |
| Participant deferral / active EE | $2,052 | $3,084-33.5% | $4,798-57.2% | $3,192-35.7% |
| Admin fee / account holder | $2,208 | $3,540-37.6% | $7,477-70.5% | $4,297-48.6% |