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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 | $11,934 | $92,219-87.1% | $76,767-84.5% | $135,380-91.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.55% | 5.46%-13.0pp | 2.43%-10.0pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,548 | $3,216-51.9% | $2,485-37.7% | $4,779-67.6% |
| Participant deferral / active EE | $6,249 | $4,508+38.6% | $3,852+62.2% | $5,609+11.4% |
| Admin fee / account holder | $1,184 | $10,749-89.0% | $6,675-82.3% | $10,828-89.1% |