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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 | $8,954 | $54,239-83.5% | $70,098-87.2% | $68,495-86.9% |
| Participation rate | 36.2% | 64.5%-28.3pp | 70.5%-34.3pp | 67.9%-31.7pp |
| Annual return | -16.16% | -13.87%-2.3pp | 190.76%-206.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $851 | $2,019-57.8% | $2,560-66.7% | $2,596-67.2% |
| Participant deferral / active EE | $1,559 | $2,957-47.3% | $3,849-59.5% | $4,028-61.3% |
| Admin fee / account holder | $648 | $4,691-86.2% | $6,266-89.7% | $5,403-88.0% |