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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 | $8,311 | $54,370-84.7% | $82,763-90.0% | $68,490-87.9% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -19.22% | -13.67%-5.5pp | 702.45%-721.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $866 | $2,219-61.0% | $3,008-71.2% | $2,597-66.7% |
| Participant deferral / active EE | $1,192 | $3,247-63.3% | $4,395-72.9% | $4,028-70.4% |
| Admin fee / account holder | $868 | $4,398-80.3% | $5,325-83.7% | $5,403-83.9% |