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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 | $7,984 | $147,167-94.6% | $111,392-92.8% | $135,379-94.1% |
| Participation rate | 68.8% | 84.0%-15.3pp | 78.9%-10.1pp | 82.6%-13.9pp |
| Annual return | -5.63% | -4.44%-1.2pp | -2.06%-3.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,236 | $5,204-76.2% | $4,328-71.4% | $4,779-74.1% |
| Participant deferral / active EE | $3,251 | $6,565-50.5% | $5,567-41.6% | $5,609-42.0% |
| Admin fee / account holder | $1,595 | $20,270-92.1% | $12,266-87.0% | $10,828-85.3% |