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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 | $11,082 | $51,223-78.4% | $82,763-86.6% | $66,949-83.4% |
| Participation rate | 25.3% | 67.9%-42.6pp | 72.6%-47.2pp | 69.8%-44.5pp |
| Annual return | -13.09% | -9.85%-3.2pp | 702.45%-715.5pp | 1.57%-14.7pp |
| Employer contribution / active EE | $633 | $2,611-75.7% | $3,008-78.9% | $2,545-75.1% |
| Participant deferral / active EE | $1,019 | $3,460-70.5% | $4,395-76.8% | $4,239-76.0% |
| Admin fee / account holder | $1,109 | $415+166.8% | $5,325-79.2% | $594+86.8% |