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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 | $10,111 | $167,353-94.0% | $143,797-93.0% | $134,545-92.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -10.80% | 0.48%-11.3pp | -0.04%-10.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,667 | $5,620-70.3% | $4,952-66.3% | $4,742-64.8% |
| Participant deferral / active EE | $2,639 | $6,447-59.1% | $5,638-53.2% | $6,401-58.8% |
| Admin fee / account holder | $23,053 | $18,096+27.4% | $14,679+57.0% | $11,431+101.7% |