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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 | $14,493 | $100,811-85.6% | $86,698-83.3% | $134,545-89.2% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -17.29% | 29.11%-46.4pp | 35.96%-53.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,022 | $5,339-43.4% | $4,656-35.1% | $6,401-52.8% |
| Admin fee / account holder | $24,423 | $10,926+123.5% | $7,492+226.0% | $11,431+113.7% |