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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 | $8,851 | $75,832-88.3% | $147,618-94.0% | $59,633-85.2% |
| Participation rate | 42.9% | 71.6%-28.7pp | 84.6%-41.8pp | 68.7%-25.8pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $763 | $3,485-78.1% | $5,565-86.3% | $2,203-65.4% |
| Participant deferral / active EE | $1,370 | $3,131-56.2% | $4,895-72.0% | $3,192-57.1% |
| Admin fee / account holder | $5,151 | $5,986-13.9% | $11,612-55.6% | $4,297+19.9% |