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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 | $13,659 | $72,404-81.1% | $110,243-87.6% | $64,173-78.7% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.0pp |
| Annual return | -6.54% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,316 | $2,282-42.3% | $3,827-65.6% | $2,381-44.7% |
| Participant deferral / active EE | $1,591 | $3,469-54.1% | $4,672-65.9% | $3,470-54.1% |
| Admin fee / account holder | $2,166 | $5,664-61.8% | $8,548-74.7% | $4,887-55.7% |