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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 | $16,438 | $167,362-90.2% | $143,799-88.6% | $134,532-87.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.93% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,221 | $5,620-78.3% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $3,619 | $6,447-43.9% | $5,638-35.8% | $6,401-43.5% |
| Admin fee / account holder | $1,039 | $18,094-94.3% | $14,677-92.9% | $11,429-90.9% |