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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 | $6,371 | $69,518-90.8% | $59,883-89.4% | $135,382-95.3% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.7%-13.2pp | 82.6%-21.1pp |
| Annual return | -2.03% | 7.95%-10.0pp | 3.46%-5.5pp | 519.77%-521.8pp |
| Employer contribution / active EE | $667 | $3,235-79.4% | $2,722-75.5% | $4,779-86.0% |
| Participant deferral / active EE | $2,760 | $4,204-34.4% | $3,402-18.9% | $5,609-50.8% |
| Admin fee / account holder | $347 | $5,734-94.0% | $3,591-90.3% | $10,829-96.8% |