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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 | $7,243 | $95,188-92.4% | $76,518-90.5% | $135,379-94.6% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | -4.58% | 4.85%-9.4pp | -0.27%-4.3pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,254 | $3,303-62.0% | $2,647-52.6% | $4,779-73.8% |
| Participant deferral / active EE | $1,877 | $4,640-59.5% | $3,836-51.1% | $5,609-66.5% |
| Admin fee / account holder | $4,408 | $6,249-29.5% | $4,849-9.1% | $10,828-59.3% |