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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 | $3,277 | $69,541-95.3% | $59,899-94.5% | $135,380-97.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -5.58% | 7.95%-13.5pp | 3.46%-9.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,414 | $3,236-56.3% | $2,723-48.1% | $4,779-70.4% |
| Participant deferral / active EE | $1,779 | $4,206-57.7% | $3,402-47.7% | $5,609-68.3% |
| Admin fee / account holder | $2,086 | $5,737-63.6% | $3,592-41.9% | $10,828-80.7% |