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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 | $14,909 | $129,960-88.5% | $104,299-85.7% | $134,545-88.9% |
| Participation rate | 43.5% | 79.5%-36.1pp | 73.3%-29.8pp | 81.2%-37.8pp |
| Annual return | -20.26% | 42.06%-62.3pp | 24.62%-44.9pp | 418.37%-438.6pp |
| Employer contribution / active EE | $833 | $4,186-80.1% | $3,373-75.3% | $4,742-82.4% |
| Participant deferral / active EE | $1,457 | $5,589-73.9% | $4,626-68.5% | $6,401-77.2% |
| Admin fee / account holder | $1,553 | $9,324-83.3% | $7,339-78.8% | $11,431-86.4% |