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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 | $8,123 | $85,790-90.5% | $67,313-87.9% | $135,382-94.0% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.1%-0.9pp | 82.6%-14.5pp |
| Annual return | -9.17% | -0.54%-8.6pp | -4.08%-5.1pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,386 | $3,487-60.2% | $2,566-46.0% | $4,779-71.0% |
| Participant deferral / active EE | $2,997 | $4,651-35.6% | $3,568-16.0% | $5,609-46.6% |
| Admin fee / account holder | $2,045 | $6,392-68.0% | $4,507-54.6% | $10,829-81.1% |