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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 | $14,616 | $57,352-74.5% | $83,831-82.6% | $64,173-77.2% |
| Participation rate | 51.4% | 68.6%-17.3pp | 76.1%-24.8pp | 69.6%-18.2pp |
| Annual return | -6.23% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $936 | $2,546-63.2% | $3,631-74.2% | $2,381-60.7% |
| Participant deferral / active EE | $1,598 | $2,993-46.6% | $4,082-60.8% | $3,470-53.9% |
| Admin fee / account holder | $1,533 | $4,046-62.1% | $5,479-72.0% | $4,887-68.6% |