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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 | $6,885 | $95,188-92.8% | $76,518-91.0% | $135,380-94.9% |
| Participation rate | 65.0% | 74.4%-9.4pp | 68.0%-3.0pp | 82.6%-17.6pp |
| Annual return | -6.92% | 4.85%-11.8pp | -0.27%-6.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,027 | $3,303-8.4% | $2,647+14.3% | $4,779-36.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,360 | $6,249-62.2% | $4,849-51.3% | $10,828-78.2% |