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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 | $7,093 | $57,350-87.6% | $83,850-91.5% | $64,181-88.9% |
| Participation rate | 50.9% | 68.6%-17.7pp | 76.1%-25.2pp | 69.6%-18.6pp |
| Annual return | -5.68% | 11.38%-17.1pp | 850.92%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,369 | $2,545-46.2% | $3,631-62.3% | $2,381-42.5% |
| Participant deferral / active EE | $2,397 | $2,993-19.9% | $4,082-41.3% | $3,470-30.9% |
| Admin fee / account holder | $1,430 | $4,046-64.7% | $5,478-73.9% | $4,887-70.7% |