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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 | $13,631 | $56,197-75.7% | $67,652-79.9% | $59,633-77.1% |
| Participation rate | 57.4% | 71.5%-14.1pp | 75.7%-18.3pp | 68.7%-11.3pp |
| Annual return | -1.00% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $656 | $1,615-59.4% | $2,266-71.0% | $2,203-70.2% |
| Participant deferral / active EE | $1,735 | $2,844-39.0% | $3,560-51.3% | $3,192-45.6% |
| Admin fee / account holder | $2,452 | $3,958-38.0% | $4,821-49.1% | $4,297-42.9% |