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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 | $15,265 | $82,678-81.5% | $125,391-87.8% | $68,490-77.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -11.91% | -5.97%-5.9pp | 572.41%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,288 | $6,111+84.7% | $7,448+51.6% | $4,028+180.3% |
| Admin fee / account holder | $6,681 | $6,277+6.4% | $10,009-33.2% | $5,403+23.7% |