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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 | $10,089 | $45,152-77.7% | $73,835-86.3% | $59,633-83.1% |
| Participation rate | 64.4% | 64.0%+0.4pp | 73.4%-9.0pp | 68.7%-4.3pp |
| Annual return | -0.36% | 27.40%-27.8pp | 2268.13%-2268.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $1,449 | $1,901-23.8% | $2,788-48.0% | $2,203-34.2% |
| Participant deferral / active EE | $2,540 | $2,573-1.3% | $3,583-29.1% | $3,192-20.4% |
| Admin fee / account holder | $354 | $3,515-89.9% | $4,880-92.7% | $4,297-91.8% |