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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 | $11,039 | $59,116-81.3% | $86,438-87.2% | $68,486-83.9% |
| Participation rate | 56.7% | 75.2%-18.6pp | 80.3%-23.7pp | 67.9%-11.2pp |
| Annual return | -18.41% | -0.23%-18.2pp | 4397.19%-4415.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $474 | $2,519-81.2% | $3,769-87.4% | $2,597-81.8% |
| Participant deferral / active EE | $2,750 | $5,902-53.4% | $6,952-60.4% | $4,028-31.7% |
| Admin fee / account holder | $1,956 | $5,639-65.3% | $6,733-71.0% | $5,404-63.8% |