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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 | $2,924 | $69,541-95.8% | $59,899-95.1% | $135,380-97.8% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.7%-20.1pp | 82.6%-28.1pp |
| Annual return | -3.87% | 7.95%-11.8pp | 3.46%-7.3pp | 519.81%-523.7pp |
| Employer contribution / active EE | $641 | $3,236-80.2% | $2,723-76.4% | $4,779-86.6% |
| Participant deferral / active EE | $1,335 | $4,206-68.2% | $3,402-60.8% | $5,609-76.2% |
| Admin fee / account holder | $4,162 | $5,737-27.5% | $3,592+15.9% | $10,828-61.6% |