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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 | $20,033 | $211,946-90.5% | $169,452-88.2% | $135,380-85.2% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -6.59% | 3.26%-9.9pp | 1.83%-8.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $516 | $5,117-89.9% | $4,157-87.6% | $4,779-89.2% |
| Participant deferral / active EE | $2,795 | $6,075-54.0% | $5,277-47.0% | $5,609-50.2% |
| Admin fee / account holder | $7,962 | $11,472-30.6% | $9,110-12.6% | $10,828-26.5% |