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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 | $10,690 | $167,352-93.6% | $143,788-92.6% | $134,509-92.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.57% | 0.47%-14.0pp | -0.03%-13.5pp | 418.13%-431.7pp |
| Employer contribution / active EE | $3,013 | $5,620-46.4% | $4,952-39.1% | $4,741-36.4% |
| Participant deferral / active EE | $10,386 | $6,447+61.1% | $5,638+84.2% | $6,400+62.3% |
| Admin fee / account holder | $19,398 | $18,091+7.2% | $14,675+32.2% | $11,427+69.8% |