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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 | $11,892 | $75,962-84.3% | $154,108-92.3% | $64,173-81.5% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -7.83% | 30.32%-38.2pp | 735.21%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $870 | $3,350-74.0% | $5,298-83.6% | $2,381-63.4% |
| Participant deferral / active EE | $1,150 | $3,175-63.8% | $5,081-77.4% | $3,470-66.9% |
| Admin fee / account holder | $1,601 | $5,589-71.3% | $13,411-88.1% | $4,887-67.2% |