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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 | $4,552 | $95,193-95.2% | $76,523-94.1% | $135,382-96.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -3.82% | 4.85%-8.7pp | -0.27%-3.6pp | 519.77%-523.6pp |
| Employer contribution / active EE | $588 | $3,302-82.2% | $2,647-77.8% | $4,779-87.7% |
| Participant deferral / active EE | $3,744 | $4,639-19.3% | $3,835-2.4% | $5,609-33.3% |
| Admin fee / account holder | $5,381 | $6,249-13.9% | $4,848+11.0% | $10,829-50.3% |