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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 | $13,164 | $127,387-89.7% | $115,038-88.6% | $125,389-89.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.22% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,510 | $5,166-51.4% | $4,608-45.5% | $4,866-48.4% |
| Participant deferral / active EE | $10,615 | $6,423+65.3% | $6,026+76.1% | $5,352+98.4% |
| Admin fee / account holder | $2,463 | $9,516-74.1% | $8,175-69.9% | $9,541-74.2% |