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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 | $9,818 | $97,020-89.9% | $83,322-88.2% | $135,379-92.7% |
| Participation rate | 28.6% | 80.4%-51.8pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -6.02% | 12.31%-18.3pp | 10.64%-16.7pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,984 | $4,144-52.1% | $3,379-41.3% | $4,779-58.5% |
| Participant deferral / active EE | $3,288 | $5,964-44.9% | $5,565-40.9% | $5,609-41.4% |
| Admin fee / account holder | $10,975 | $8,426+30.3% | $7,540+45.6% | $10,828+1.4% |