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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 | $8,884 | $107,806-91.8% | $90,655-90.2% | $135,382-93.4% |
| Participation rate | 68.8% | 78.0%-9.3pp | 74.0%-5.3pp | 82.6%-13.9pp |
| Annual return | -6.15% | -0.90%-5.2pp | 1.89%-8.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,421 | $3,018-52.9% | $2,532-43.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,588 | $3,872-59.0% | $3,425-53.6% | $5,609-71.7% |
| Admin fee / account holder | $8,078 | $5,931+36.2% | $4,994+61.7% | $10,829-25.4% |