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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 | $10,760 | $131,835-91.8% | $108,582-90.1% | $273,972-96.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.66% | -91.57%+100.2pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,556 | $5,127-69.7% | $4,311-63.9% | $5,287-70.6% |
| Admin fee / account holder | $1,192 | $10,253-88.4% | $7,645-84.4% | $10,133-88.2% |