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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 | $7,370 | $99,032-92.6% | $80,022-90.8% | $135,380-94.6% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -4.84% | 15.39%-20.2pp | 11.22%-16.1pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,271 | $3,043-58.2% | $2,468-48.5% | $4,779-73.4% |
| Participant deferral / active EE | $2,660 | $4,282-37.9% | $3,686-27.8% | $5,609-52.6% |
| Admin fee / account holder | $4,901 | $10,436-53.0% | $6,521-24.8% | $10,828-54.7% |