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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 | $11,665 | $131,835-91.2% | $108,582-89.3% | $273,972-95.7% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 7.65% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $962 | $4,913-80.4% | $3,758-74.4% | $4,869-80.2% |
| Participant deferral / active EE | $2,007 | $5,127-60.9% | $4,311-53.5% | $5,287-62.0% |
| Admin fee / account holder | $8,715 | $10,253-15.0% | $7,645+14.0% | $10,133-14.0% |