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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 | $9,292 | $84,684-89.0% | $73,835-87.4% | $125,388-92.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.51% | 3123.93%-3123.4pp | 2268.13%-2267.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,274 | $3,123-59.2% | $2,788-54.3% | $4,866-73.8% |
| Participant deferral / active EE | $1,577 | $3,993-60.5% | $3,583-56.0% | $5,352-70.5% |
| Admin fee / account holder | $1,353 | $5,691-76.2% | $4,880-72.3% | $9,541-85.8% |