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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 | $13,699 | $167,362-91.8% | $143,799-90.5% | $134,532-89.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.24% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,351 | $5,620-76.0% | $4,952-72.7% | $4,741-71.5% |
| Participant deferral / active EE | $2,793 | $6,447-56.7% | $5,638-50.5% | $6,401-56.4% |
| Admin fee / account holder | $1,302 | $18,094-92.8% | $14,677-91.1% | $11,429-88.6% |