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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 | $12,803 | $56,199-77.2% | $67,652-81.1% | $59,632-78.5% |
| Participation rate | 44.7% | 71.5%-26.8pp | 75.7%-31.0pp | 68.7%-24.0pp |
| Annual return | -0.91% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $654 | $1,614-59.5% | $2,266-71.1% | $2,203-70.3% |
| Participant deferral / active EE | $1,366 | $2,844-52.0% | $3,560-61.6% | $3,192-57.2% |
| Admin fee / account holder | $552 | $3,958-86.1% | $4,821-88.6% | $4,297-87.2% |