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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 | $8,944 | $49,177-81.8% | $79,466-88.7% | $64,173-86.1% |
| Participation rate | 38.2% | 65.0%-26.8pp | 73.3%-35.1pp | 69.6%-31.3pp |
| Annual return | -1.81% | -1.16%-0.6pp | 718.28%-720.1pp | 7.63%-9.4pp |
| Employer contribution / active EE | $868 | $2,076-58.2% | $2,800-69.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,076 | $2,821-61.9% | $3,704-70.9% | $3,470-69.0% |
| Admin fee / account holder | $3,665 | $3,839-4.5% | $5,104-28.2% | $4,887-25.0% |