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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 | $11,472 | $95,188-87.9% | $76,518-85.0% | $135,379-91.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -8.20% | 4.85%-13.0pp | -0.27%-7.9pp | 519.79%-528.0pp |
| Employer contribution / active EE | $872 | $3,303-73.6% | $2,647-67.1% | $4,779-81.8% |
| Participant deferral / active EE | $5,695 | $4,640+22.7% | $3,836+48.5% | $5,609+1.5% |
| Admin fee / account holder | $447 | $6,249-92.8% | $4,849-90.8% | $10,828-95.9% |