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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 | $11,218 | $75,832-85.2% | $147,617-92.4% | $59,633-81.2% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -1.14% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,147 | $3,485-67.1% | $5,564-79.4% | $2,203-47.9% |
| Participant deferral / active EE | $1,063 | $3,131-66.0% | $4,895-78.3% | $3,192-66.7% |
| Admin fee / account holder | $3,099 | $5,986-48.2% | $11,612-73.3% | $4,297-27.9% |