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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 | $29,154 | $94,529-69.2% | $140,019-79.2% | $64,173-54.6% |
| Participation rate | 64.4% | 84.1%-19.6pp | 87.5%-23.1pp | 69.6%-5.1pp |
| Annual return | -3.38% | 7.77%-11.2pp | 651.17%-654.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,300 | $3,812-65.9% | $5,605-76.8% | $2,381-45.4% |
| Participant deferral / active EE | $2,523 | $5,250-51.9% | $6,927-63.6% | $3,470-27.3% |
| Admin fee / account holder | $1,035 | $6,741-84.7% | $10,705-90.3% | $4,887-78.8% |