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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 | $14,270 | $56,197-74.6% | $67,652-78.9% | $59,633-76.1% |
| Participation rate | 54.9% | 71.5%-16.5pp | 75.7%-20.7pp | 68.7%-13.7pp |
| Annual return | -0.86% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $414 | $1,615-74.4% | $2,266-81.7% | $2,203-81.2% |
| Participant deferral / active EE | $1,447 | $2,844-49.1% | $3,560-59.4% | $3,192-54.7% |
| Admin fee / account holder | $2,179 | $3,958-44.9% | $4,821-54.8% | $4,297-49.3% |