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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 | $12,853 | $78,694-83.7% | $67,653-81.0% | $125,388-89.7% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -1.26% | 9.46%-10.7pp | 6625.22%-6626.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,083 | $3,044-64.4% | $2,266-52.2% | $4,866-77.8% |
| Participant deferral / active EE | $1,365 | $4,292-68.2% | $3,560-61.7% | $5,352-74.5% |
| Admin fee / account holder | $736 | $7,403-90.1% | $4,821-84.7% | $9,541-92.3% |