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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 | $10,998 | $75,959-85.5% | $154,114-92.9% | $64,181-82.9% |
| Participation rate | 67.9% | 70.4%-2.6pp | 83.0%-15.2pp | 69.6%-1.7pp |
| Annual return | -2.96% | 30.32%-33.3pp | 735.16%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,221 | $3,350-63.6% | $5,298-77.0% | $2,381-48.7% |
| Participant deferral / active EE | $1,830 | $3,175-42.4% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $3,527 | $5,589-36.9% | $13,411-73.7% | $4,887-27.8% |