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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 | $12,057 | $78,694-84.7% | $67,652-82.2% | $125,389-90.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -0.67% | 9.46%-10.1pp | 6625.40%-6626.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $858 | $3,044-71.8% | $2,266-62.1% | $4,866-82.4% |
| Participant deferral / active EE | $1,412 | $4,292-67.1% | $3,560-60.3% | $5,352-73.6% |
| Admin fee / account holder | $1,754 | $7,403-76.3% | $4,821-63.6% | $9,541-81.6% |