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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 | $6,868 | $158,827-95.7% | $121,208-94.3% | $135,382-94.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | 4.44% | -0.64%+5.1pp | 16.93%-12.5pp | 519.77%-515.3pp |
| Employer contribution / active EE | $989 | $5,666-82.5% | $4,023-75.4% | $4,779-79.3% |
| Participant deferral / active EE | $989 | $4,006-75.3% | $3,345-70.4% | $5,609-82.4% |
| Admin fee / account holder | $7,989 | $6,514+22.7% | $5,020+59.1% | $10,829-26.2% |