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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% | $73,836-87.6% | $59,633-84.7% |
| Participation rate | 68.4% | 64.0%+4.3pp | 73.4%-5.1pp | 68.7%-0.3pp |
| Annual return | -0.65% | 27.40%-28.1pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,177 | $1,901-38.1% | $2,787-57.8% | $2,203-46.5% |
| Participant deferral / active EE | $2,046 | $2,573-20.5% | $3,583-42.9% | $3,192-35.9% |
| Admin fee / account holder | $647 | $3,515-81.6% | $4,882-86.7% | $4,297-84.9% |