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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 | $8,896 | $140,578-93.7% | $100,671-91.2% | $125,389-92.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | -0.59% | 24.67%-25.3pp | 20.43%-21.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $333 | $5,965-94.4% | $4,012-91.7% | $4,866-93.2% |
| Participant deferral / active EE | $1,688 | $3,981-57.6% | $3,144-46.3% | $5,352-68.5% |
| Admin fee / account holder | $5,426 | $6,716-19.2% | $4,850+11.9% | $9,541-43.1% |