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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 | $13,593 | $158,852-91.4% | $121,220-88.8% | $135,380-90.0% |
| Participation rate | 55.6% | 79.3%-23.8pp | 71.8%-16.2pp | 82.6%-27.1pp |
| Annual return | -8.03% | -0.64%-7.4pp | 16.94%-25.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $903 | $5,666-84.1% | $4,023-77.5% | $4,779-81.1% |
| Participant deferral / active EE | $3,084 | $4,006-23.0% | $3,345-7.8% | $5,609-45.0% |
| Admin fee / account holder | $2,034 | $6,515-68.8% | $5,021-59.5% | $10,828-81.2% |