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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 | $12,412 | $45,566-72.8% | $64,105-80.6% | $59,633-79.2% |
| Participation rate | 44.3% | 60.2%-15.9pp | 68.2%-23.9pp | 68.7%-24.4pp |
| Annual return | -2.30% | 4.95%-7.3pp | 791.24%-793.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $663 | $934-29.1% | $1,820-63.6% | $2,203-69.9% |
| Participant deferral / active EE | $1,177 | $2,057-42.8% | $2,822-58.3% | $3,192-63.1% |
| Admin fee / account holder | $1,619 | $3,268-50.4% | $4,499-64.0% | $4,297-62.3% |