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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 | $4,940 | $95,188-94.8% | $76,518-93.5% | $135,379-96.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -9.53% | 4.85%-14.4pp | -0.27%-9.3pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,881 | $3,303-43.0% | $2,647-28.9% | $4,779-60.6% |
| Participant deferral / active EE | $3,518 | $4,640-24.2% | $3,836-8.3% | $5,609-37.3% |
| Admin fee / account holder | $3,968 | $6,249-36.5% | $4,849-18.2% | $10,828-63.4% |