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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 | $14,246 | $107,809-86.8% | $90,657-84.3% | $135,379-89.5% |
| Participation rate | 38.9% | 78.0%-39.2pp | 74.0%-35.1pp | 82.6%-43.8pp |
| Annual return | -6.58% | -0.90%-5.7pp | 1.89%-8.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $807 | $3,018-73.3% | $2,532-68.1% | $4,779-83.1% |
| Participant deferral / active EE | $1,838 | $3,872-52.5% | $3,424-46.3% | $5,609-67.2% |
| Admin fee / account holder | $728 | $5,931-87.7% | $4,994-85.4% | $10,828-93.3% |