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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 | $9,510 | $95,895-90.1% | $79,576-88.0% | $134,509-92.9% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -13.92% | -2.72%-11.2pp | 0.15%-14.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $802 | $3,128-74.4% | $2,413-66.8% | $4,741-83.1% |
| Participant deferral / active EE | $2,393 | $4,693-49.0% | $3,985-40.0% | $6,400-62.6% |
| Admin fee / account holder | $1,308 | $9,129-85.7% | $6,834-80.9% | $11,427-88.6% |