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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 | $11,538 | $45,566-74.7% | $64,105-82.0% | $59,632-80.7% |
| Participation rate | 59.5% | 60.2%-0.6pp | 68.2%-8.6pp | 68.7%-9.1pp |
| Annual return | -0.97% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $434 | $934-53.5% | $1,820-76.1% | $2,203-80.3% |
| Participant deferral / active EE | $2,168 | $2,057+5.4% | $2,822-23.2% | $3,192-32.1% |
| Admin fee / account holder | $2,127 | $3,268-34.9% | $4,499-52.7% | $4,297-50.5% |