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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 | $12,620 | $211,946-94.0% | $169,452-92.6% | $135,380-90.7% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -4.79% | 3.26%-8.1pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $970 | $5,117-81.0% | $4,157-76.7% | $4,779-79.7% |
| Participant deferral / active EE | $1,337 | $6,075-78.0% | $5,277-74.7% | $5,609-76.2% |
| Admin fee / account holder | $1,769 | $11,472-84.6% | $9,110-80.6% | $10,828-83.7% |