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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 | $13,800 | $167,362-91.8% | $143,799-90.4% | $134,532-89.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.91% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,788 | $5,620-50.4% | $4,952-43.7% | $4,741-41.2% |
| Participant deferral / active EE | $5,275 | $6,447-18.2% | $5,638-6.4% | $6,401-17.6% |
| Admin fee / account holder | $3,750 | $18,094-79.3% | $14,677-74.5% | $11,429-67.2% |