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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 | $8,522 | $158,852-94.6% | $121,220-93.0% | $135,380-93.7% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.8%-18.4pp | 82.6%-29.3pp |
| Annual return | -7.65% | -0.64%-7.0pp | 16.94%-24.6pp | 519.81%-527.5pp |
| Employer contribution / active EE | $211 | $5,666-96.3% | $4,023-94.7% | $4,779-95.6% |
| Participant deferral / active EE | $347 | $4,006-91.3% | $3,345-89.6% | $5,609-93.8% |
| Admin fee / account holder | $477 | $6,515-92.7% | $5,021-90.5% | $10,828-95.6% |