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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 | $8,739 | $45,152-80.6% | $73,836-88.2% | $59,633-85.3% |
| Participation rate | 55.8% | 64.0%-8.2pp | 73.4%-17.7pp | 68.7%-12.9pp |
| Annual return | -2.48% | 27.40%-29.9pp | 2268.06%-2270.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $510 | $1,901-73.2% | $2,787-81.7% | $2,203-76.8% |
| Participant deferral / active EE | $917 | $2,573-64.3% | $3,583-74.4% | $3,192-71.3% |
| Admin fee / account holder | $3,843 | $3,515+9.3% | $4,882-21.3% | $4,297-10.6% |