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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 | $13,592 | $142,409-90.5% | $119,634-88.6% | $134,545-89.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.46% | -12.46%-3.0pp | -14.98%-0.5pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,670 | $5,224-68.0% | $4,232-60.6% | $4,742-64.8% |
| Participant deferral / active EE | $2,560 | $6,468-60.4% | $5,601-54.3% | $6,401-60.0% |
| Admin fee / account holder | $2,013 | $13,594-85.2% | $10,329-80.5% | $11,431-82.4% |