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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 | $7,093 | $211,946-96.7% | $169,452-95.8% | $135,379-94.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -3.99% | 3.26%-7.3pp | 1.83%-5.8pp | 519.79%-523.8pp |
| Employer contribution / active EE | $878 | $5,117-82.8% | $4,157-78.9% | $4,779-81.6% |
| Participant deferral / active EE | $1,889 | $6,075-68.9% | $5,277-64.2% | $5,609-66.3% |
| Admin fee / account holder | $3,053 | $11,472-73.4% | $9,110-66.5% | $10,828-71.8% |