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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 | $11,508 | $75,962-84.9% | $154,108-92.5% | $64,173-82.1% |
| Participation rate | 53.5% | 70.4%-16.9pp | 83.0%-29.5pp | 69.6%-16.1pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $682 | $3,350-79.6% | $5,298-87.1% | $2,381-71.3% |
| Participant deferral / active EE | $1,268 | $3,175-60.1% | $5,081-75.0% | $3,470-63.5% |
| Admin fee / account holder | $1,886 | $5,589-66.3% | $13,411-85.9% | $4,887-61.4% |