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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 | $9,473 | $91,911-89.7% | $68,612-86.2% | $135,380-93.0% |
| Participation rate | 54.2% | 76.7%-22.6pp | 72.2%-18.1pp | 82.6%-28.5pp |
| Annual return | -9.38% | -8.22%-1.2pp | -4.63%-4.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $888 | $3,924-77.4% | $2,625-66.2% | $4,779-81.4% |
| Participant deferral / active EE | $1,489 | $4,315-65.5% | $3,311-55.0% | $5,609-73.5% |
| Admin fee / account holder | $501 | $9,240-94.6% | $5,131-90.2% | $10,828-95.4% |