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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 | $10,887 | $85,790-87.3% | $67,313-83.8% | $135,380-92.0% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -6.74% | -0.54%-6.2pp | -4.08%-2.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $529 | $3,487-84.8% | $2,566-79.4% | $4,779-88.9% |
| Participant deferral / active EE | $1,427 | $4,651-69.3% | $3,568-60.0% | $5,609-74.6% |
| Admin fee / account holder | $1,559 | $6,392-75.6% | $4,507-65.4% | $10,828-85.6% |