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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 | $11,576 | $49,177-76.5% | $79,467-85.4% | $64,173-82.0% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -6.32% | -1.16%-5.2pp | 718.30%-724.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $913 | $2,076-56.0% | $2,800-67.4% | $2,381-61.7% |
| Participant deferral / active EE | $1,130 | $2,821-59.9% | $3,704-69.5% | $3,470-67.4% |
| Admin fee / account holder | $2,867 | $3,839-25.3% | $5,104-43.8% | $4,887-41.3% |