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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 | $10,705 | $100,792-89.4% | $86,691-87.7% | $134,509-92.0% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -19.30% | 29.08%-48.4pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,104 | $3,491-68.4% | $2,837-61.1% | $4,741-76.7% |
| Participant deferral / active EE | $1,839 | $5,339-65.5% | $4,656-60.5% | $6,400-71.3% |
| Admin fee / account holder | $1,057 | $10,924-90.3% | $7,492-85.9% | $11,427-90.8% |