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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 | $15,225 | $158,852-90.4% | $121,220-87.4% | $135,380-88.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -6.99% | -0.64%-6.3pp | 16.94%-23.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $114 | $5,666-98.0% | $4,023-97.2% | $4,779-97.6% |
| Participant deferral / active EE | $1,258 | $4,006-68.6% | $3,345-62.4% | $5,609-77.6% |
| Admin fee / account holder | $489 | $6,515-92.5% | $5,021-90.3% | $10,828-95.5% |