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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 | $13,922 | $138,076-89.9% | $123,553-88.7% | $135,380-89.7% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -5.00% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,061 | $5,152-79.4% | $4,628-77.1% | $4,779-77.8% |
| Participant deferral / active EE | $2,513 | $6,800-63.0% | $6,426-60.9% | $5,609-55.2% |
| Admin fee / account holder | $8,604 | $10,917-21.2% | $9,284-7.3% | $10,828-20.5% |