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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 | $8,924 | $95,917-90.7% | $79,583-88.8% | $134,545-93.4% |
| Participation rate | 65.2% | 75.0%-9.8pp | 69.5%-4.3pp | 81.2%-16.0pp |
| Annual return | -18.81% | -2.70%-16.1pp | 0.16%-19.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,231 | $3,129-60.7% | $2,414-49.0% | $4,742-74.0% |
| Participant deferral / active EE | $2,736 | $4,694-41.7% | $3,986-31.4% | $6,401-57.3% |
| Admin fee / account holder | $998 | $9,132-89.1% | $6,835-85.4% | $11,431-91.3% |