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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 | $14,297 | $107,809-86.7% | $90,657-84.2% | $135,379-89.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -3.99% | -0.90%-3.1pp | 1.89%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $85 | $3,018-97.2% | $2,532-96.7% | $4,779-98.2% |
| Participant deferral / active EE | $1,563 | $3,872-59.6% | $3,424-54.3% | $5,609-72.1% |
| Admin fee / account holder | $2,024 | $5,931-65.9% | $4,994-59.5% | $10,828-81.3% |