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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 | $8,251 | $99,032-91.7% | $80,022-89.7% | $135,379-93.9% |
| Participation rate | 65.0% | 78.4%-13.4pp | 75.8%-10.8pp | 82.6%-17.6pp |
| Annual return | -7.35% | 15.39%-22.7pp | 11.22%-18.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,038 | $3,043-65.9% | $2,468-57.9% | $4,779-78.3% |
| Participant deferral / active EE | $1,634 | $4,282-61.9% | $3,686-55.7% | $5,609-70.9% |
| Admin fee / account holder | $6,057 | $10,436-42.0% | $6,521-7.1% | $10,828-44.1% |