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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 | $9,975 | $133,981-92.6% | $112,249-91.1% | $134,532-92.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.45% | 47.16%-67.6pp | 27.48%-47.9pp | 418.27%-438.7pp |
| Employer contribution / active EE | $942 | $4,040-76.7% | $3,636-74.1% | $4,741-80.1% |
| Participant deferral / active EE | $1,559 | $5,292-70.5% | $4,729-67.0% | $6,401-75.7% |
| Admin fee / account holder | $2,236 | $7,492-70.2% | $6,412-65.1% | $11,429-80.4% |