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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 | $14,337 | $131,835-89.1% | $108,582-86.8% | $273,972-94.8% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 16.72% | -91.57%+108.3pp | -51.70%+68.4pp | 41.46%-24.7pp |
| Employer contribution / active EE | $4,188 | $4,913-14.8% | $3,758+11.4% | $4,869-14.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $711 | $10,253-93.1% | $7,645-90.7% | $10,133-93.0% |