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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 | $10,199 | $75,959-86.6% | $154,114-93.4% | $64,181-84.1% |
| Participation rate | 53.7% | 70.4%-16.7pp | 83.0%-29.3pp | 69.6%-15.9pp |
| Annual return | -7.35% | 30.32%-37.7pp | 735.16%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $829 | $3,350-75.3% | $5,298-84.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,125 | $3,175-64.6% | $5,081-77.9% | $3,470-67.6% |
| Admin fee / account holder | $1,694 | $5,589-69.7% | $13,411-87.4% | $4,887-65.3% |