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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 | $15,363 | $82,678-81.4% | $125,391-87.7% | $68,490-77.6% |
| Participation rate | 57.5% | 75.1%-17.5pp | 82.4%-24.8pp | 67.9%-10.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,189 | $3,382-5.7% | $4,816-33.8% | $2,597+22.8% |
| Participant deferral / active EE | $8,769 | $6,111+43.5% | $7,448+17.7% | $4,028+117.7% |
| Admin fee / account holder | $680 | $6,277-89.2% | $10,009-93.2% | $5,403-87.4% |