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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 | $3,682 | $107,809-96.6% | $90,657-95.9% | $135,380-97.3% |
| Participation rate | 57.9% | 78.0%-20.1pp | 74.0%-16.1pp | 82.6%-24.7pp |
| Annual return | -2.17% | -0.90%-1.3pp | 1.89%-4.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $194 | $3,018-93.6% | $2,532-92.3% | $4,779-95.9% |
| Participant deferral / active EE | $843 | $3,872-78.2% | $3,424-75.4% | $5,609-85.0% |
| Admin fee / account holder | $5,330 | $5,931-10.1% | $4,994+6.7% | $10,828-50.8% |