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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 | $9,124 | $45,152-79.8% | $73,843-87.6% | $59,632-84.7% |
| Participation rate | 68.4% | 64.0%+4.3pp | 73.4%-5.1pp | 68.7%-0.3pp |
| Annual return | -0.65% | 27.40%-28.0pp | 2267.91%-2268.6pp | 2041.32%-2042.0pp |
| Employer contribution / active EE | $1,177 | $1,902-38.1% | $2,787-57.8% | $2,203-46.5% |
| Participant deferral / active EE | $2,046 | $2,574-20.5% | $3,583-42.9% | $3,192-35.9% |
| Admin fee / account holder | $647 | $3,516-81.6% | $4,880-86.7% | $4,297-84.9% |