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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 | $13,221 | $75,832-82.6% | $147,617-91.0% | $59,633-77.8% |
| Participation rate | 46.9% | 71.6%-24.6pp | 84.6%-37.7pp | 68.7%-21.7pp |
| Annual return | -1.23% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $382 | $3,485-89.0% | $5,564-93.1% | $2,203-82.7% |
| Participant deferral / active EE | $1,105 | $3,131-64.7% | $4,895-77.4% | $3,192-65.4% |
| Admin fee / account holder | $1,220 | $5,986-79.6% | $11,612-89.5% | $4,297-71.6% |