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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 | $8,760 | $158,827-94.5% | $121,208-92.8% | $135,382-93.5% |
| Participation rate | 61.9% | 79.3%-17.4pp | 71.8%-9.9pp | 82.6%-20.7pp |
| Annual return | -3.05% | -0.64%-2.4pp | 16.93%-20.0pp | 519.77%-522.8pp |
| Employer contribution / active EE | $2,321 | $5,666-59.0% | $4,023-42.3% | $4,779-51.4% |
| Participant deferral / active EE | $623 | $4,006-84.5% | $3,345-81.4% | $5,609-88.9% |
| Admin fee / account holder | $18,344 | $6,514+181.6% | $5,020+265.4% | $10,829+69.4% |