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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 | $9,788 | $95,979-89.8% | $74,551-86.9% | $135,380-92.8% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -6.60% | 56.97%-63.6pp | 32.53%-39.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,124 | $2,716-58.6% | $1,961-42.7% | $4,779-76.5% |
| Participant deferral / active EE | $1,376 | $3,844-64.2% | $3,108-55.7% | $5,609-75.5% |
| Admin fee / account holder | $4,105 | $6,522-37.1% | $5,059-18.9% | $10,828-62.1% |