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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 | $13,962 | $142,392-90.2% | $119,622-88.3% | $134,532-89.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -19.29% | -12.46%-6.8pp | -14.98%-4.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,049 | $5,224-22.5% | $4,232-4.3% | $4,741-14.6% |
| Participant deferral / active EE | $5,735 | $6,467-11.3% | $5,601+2.4% | $6,401-10.4% |
| Admin fee / account holder | $6,079 | $13,593-55.3% | $10,328-41.1% | $11,429-46.8% |