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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 | $9,912 | $45,152-78.0% | $73,836-86.6% | $59,633-83.4% |
| Participation rate | 52.9% | 64.0%-11.2pp | 73.4%-20.6pp | 68.7%-15.8pp |
| Annual return | -0.76% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $527 | $1,901-72.3% | $2,787-81.1% | $2,203-76.1% |
| Participant deferral / active EE | $1,264 | $2,573-50.9% | $3,583-64.7% | $3,192-60.4% |
| Admin fee / account holder | $1,087 | $3,515-69.1% | $4,882-77.7% | $4,297-74.7% |