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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 | $8,272 | $97,881-91.5% | $80,004-89.7% | $125,389-93.4% |
| Participation rate | 14.3% | 77.9%-63.6pp | 73.0%-58.7pp | 83.2%-68.9pp |
| Annual return | -2.34% | 9.36%-11.7pp | 7.63%-10.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $449 | $3,128-85.6% | $2,473-81.8% | $4,866-90.8% |
| Participant deferral / active EE | $561 | $3,744-85.0% | $3,204-82.5% | $5,352-89.5% |
| Admin fee / account holder | $1,328 | $6,278-78.8% | $5,033-73.6% | $9,541-86.1% |