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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 | $9,635 | $69,541-86.1% | $59,899-83.9% | $135,380-92.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -6.50% | 7.95%-14.4pp | 3.46%-10.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,951 | $3,236-39.7% | $2,723-28.4% | $4,779-59.2% |
| Participant deferral / active EE | $1,951 | $4,206-53.6% | $3,402-42.7% | $5,609-65.2% |
| Admin fee / account holder | $2,433 | $5,737-57.6% | $3,592-32.3% | $10,828-77.5% |