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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 | $10,016 | $75,959-86.8% | $154,114-93.5% | $64,181-84.4% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.16%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $524 | $3,350-84.3% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,540 | $3,175-51.5% | $5,081-69.7% | $3,470-55.6% |
| Admin fee / account holder | $1,024 | $5,589-81.7% | $13,411-92.4% | $4,887-79.1% |