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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 | $5,862 | $142,392-95.9% | $119,622-95.1% | $134,532-95.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.28% | -12.46%-3.8pp | -14.98%-1.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,616 | $5,224-49.9% | $4,232-38.2% | $4,741-44.8% |
| Participant deferral / active EE | $9,349 | $6,467+44.6% | $5,601+66.9% | $6,401+46.1% |
| Admin fee / account holder | $11,546 | $13,593-15.1% | $10,328+11.8% | $11,429+1.0% |