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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 | $12,028 | $95,975-87.5% | $74,549-83.9% | $135,379-91.1% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -6.78% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $938 | $2,716-65.5% | $1,961-52.2% | $4,779-80.4% |
| Participant deferral / active EE | $1,593 | $3,844-58.6% | $3,108-48.7% | $5,609-71.6% |
| Admin fee / account holder | $948 | $6,522-85.5% | $5,059-81.3% | $10,828-91.2% |