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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 | $11,017 | $105,866-89.6% | $90,766-87.9% | $134,545-91.8% |
| Participation rate | 44.4% | 78.3%-33.8pp | 75.7%-31.3pp | 81.2%-36.8pp |
| Annual return | -9.11% | -10.99%+1.9pp | -12.16%+3.0pp | 418.37%-427.5pp |
| Employer contribution / active EE | $2,548 | $3,464-26.4% | $2,922-12.8% | $4,742-46.3% |
| Participant deferral / active EE | $7,036 | $5,217+34.9% | $4,565+54.1% | $6,401+9.9% |
| Admin fee / account holder | $242,976 | $13,938+1643.3% | $8,446+2776.9% | $11,431+2025.6% |