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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 | $11,618 | $75,962-84.7% | $154,108-92.5% | $64,173-81.9% |
| Participation rate | 52.9% | 70.4%-17.6pp | 83.0%-30.2pp | 69.6%-16.7pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,064 | $3,175-66.5% | $5,081-79.0% | $3,470-69.3% |
| Admin fee / account holder | $743 | $5,589-86.7% | $13,411-94.5% | $4,887-84.8% |