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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 | $10,467 | $158,852-93.4% | $121,220-91.4% | $135,379-92.3% |
| Participation rate | 65.2% | 79.3%-14.1pp | 71.8%-6.5pp | 82.6%-17.4pp |
| Annual return | -6.62% | -0.64%-6.0pp | 16.94%-23.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $682 | $5,666-88.0% | $4,023-83.0% | $4,779-85.7% |
| Participant deferral / active EE | $866 | $4,006-78.4% | $3,345-74.1% | $5,609-84.6% |
| Admin fee / account holder | $8,412 | $6,515+29.1% | $5,021+67.5% | $10,828-22.3% |