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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 | $7,833 | $44,850-82.5% | $60,547-87.1% | $59,633-86.9% |
| Participation rate | 46.7% | 59.5%-12.8pp | 68.0%-21.3pp | 68.7%-22.0pp |
| Annual return | -2.35% | 1074.14%-1076.5pp | 335.64%-338.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,038 | $1,462-29.0% | $2,419-57.1% | $2,203-52.9% |
| Participant deferral / active EE | $1,942 | $2,230-12.9% | $3,328-41.7% | $3,192-39.2% |
| Admin fee / account holder | $899 | $3,635-75.3% | $4,536-80.2% | $4,297-79.1% |