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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 | $10,542 | $134,001-92.1% | $112,258-90.6% | $134,509-92.2% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -20.18% | 47.15%-67.3pp | 27.47%-47.7pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,921 | $4,039-52.4% | $3,636-47.2% | $4,741-59.5% |
| Participant deferral / active EE | $2,664 | $5,291-49.6% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $1,131 | $7,491-84.9% | $6,411-82.4% | $11,427-90.1% |