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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 | $13,084 | $95,975-86.4% | $74,549-82.4% | $135,379-90.3% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -7.11% | 56.96%-64.1pp | 32.53%-39.6pp | 519.79%-526.9pp |
| Employer contribution / active EE | $469 | $2,716-82.7% | $1,961-76.1% | $4,779-90.2% |
| Participant deferral / active EE | $2,459 | $3,844-36.0% | $3,108-20.9% | $5,609-56.2% |
| Admin fee / account holder | $366 | $6,522-94.4% | $5,059-92.8% | $10,828-96.6% |