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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 | $13,720 | $142,392-90.4% | $119,622-88.5% | $134,532-89.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.07% | -12.46%-1.6pp | -14.98%+0.9pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,957 | $5,224-43.4% | $4,232-30.1% | $4,741-37.6% |
| Participant deferral / active EE | $10,342 | $6,467+59.9% | $5,601+84.7% | $6,401+61.6% |
| Admin fee / account holder | $73,671 | $13,593+442.0% | $10,328+613.3% | $11,429+544.6% |