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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 | $13,468 | $95,975-86.0% | $74,549-81.9% | $135,379-90.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -6.51% | 56.96%-63.5pp | 32.53%-39.0pp | 519.79%-526.3pp |
| Employer contribution / active EE | $907 | $2,716-66.6% | $1,961-53.8% | $4,779-81.0% |
| Participant deferral / active EE | $1,189 | $3,844-69.1% | $3,108-61.7% | $5,609-78.8% |
| Admin fee / account holder | $3,968 | $6,522-39.2% | $5,059-21.6% | $10,828-63.4% |