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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 | $13,862 | $56,197-75.3% | $67,652-79.5% | $59,633-76.8% |
| Participation rate | 48.6% | 71.5%-22.8pp | 75.7%-27.0pp | 68.7%-20.0pp |
| Annual return | -0.79% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $613 | $1,615-62.0% | $2,266-72.9% | $2,203-72.2% |
| Participant deferral / active EE | $1,511 | $2,844-46.9% | $3,560-57.6% | $3,192-52.7% |
| Admin fee / account holder | $2,829 | $3,958-28.5% | $4,821-41.3% | $4,297-34.2% |