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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 | $14,595 | $82,674-82.3% | $125,381-88.4% | $68,486-78.7% |
| Participation rate | 43.3% | 75.1%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,461 | $3,382-56.8% | $4,815-69.7% | $2,597-43.7% |
| Participant deferral / active EE | $3,479 | $6,111-43.1% | $7,448-53.3% | $4,028-13.6% |
| Admin fee / account holder | $4,606 | $6,277-26.6% | $10,007-54.0% | $5,404-14.8% |