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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 | $7,000 | $134,001-94.8% | $112,258-93.8% | $134,509-94.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -19.59% | 47.15%-66.7pp | 27.47%-47.1pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,908 | $4,039-52.8% | $3,636-47.5% | $4,741-59.8% |
| Participant deferral / active EE | $2,002 | $5,291-62.2% | $4,728-57.7% | $6,400-68.7% |
| Admin fee / account holder | $2,085 | $7,491-72.2% | $6,411-67.5% | $11,427-81.8% |