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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 | $8,327 | $49,177-83.1% | $79,476-89.5% | $64,181-87.0% |
| Participation rate | 58.1% | 65.0%-6.9pp | 73.3%-15.2pp | 69.6%-11.5pp |
| Annual return | -6.99% | -1.16%-5.8pp | 718.21%-725.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $281 | $2,076-86.5% | $2,800-90.0% | $2,381-88.2% |
| Participant deferral / active EE | $1,730 | $2,821-38.7% | $3,704-53.3% | $3,470-50.1% |
| Admin fee / account holder | $2,301 | $3,839-40.0% | $5,113-55.0% | $4,887-52.9% |