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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 | $14,789 | $95,975-84.6% | $74,549-80.2% | $135,379-89.1% |
| Participation rate | 41.7% | 75.7%-34.0pp | 69.1%-27.5pp | 82.6%-41.0pp |
| Annual return | -7.47% | 56.96%-64.4pp | 32.53%-40.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $677 | $2,716-75.1% | $1,961-65.5% | $4,779-85.8% |
| Participant deferral / active EE | $1,230 | $3,844-68.0% | $3,108-60.4% | $5,609-78.1% |
| Admin fee / account holder | $3,153 | $6,522-51.6% | $5,059-37.7% | $10,828-70.9% |