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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 | $12,061 | $44,850-73.1% | $60,547-80.1% | $59,633-79.8% |
| Participation rate | 36.7% | 59.5%-22.8pp | 68.0%-31.3pp | 68.7%-32.0pp |
| Annual return | -1.27% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $304 | $1,462-79.2% | $2,419-87.4% | $2,203-86.2% |
| Participant deferral / active EE | $1,001 | $2,230-55.1% | $3,328-69.9% | $3,192-68.6% |
| Admin fee / account holder | $5,120 | $3,635+40.8% | $4,536+12.9% | $4,297+19.2% |