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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 | $14,131 | $105,866-86.7% | $90,766-84.4% | $134,545-89.5% |
| Participation rate | 53.8% | 78.3%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -19.58% | -10.99%-8.6pp | -12.16%-7.4pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,014 | $3,464-70.7% | $2,922-65.3% | $4,742-78.6% |
| Participant deferral / active EE | $1,968 | $5,217-62.3% | $4,565-56.9% | $6,401-69.3% |
| Admin fee / account holder | $615 | $13,938-95.6% | $8,446-92.7% | $11,431-94.6% |