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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 | $9,531 | $99,032-90.4% | $80,022-88.1% | $135,380-93.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -7.93% | 15.39%-23.3pp | 11.22%-19.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $852 | $3,043-72.0% | $2,468-65.5% | $4,779-82.2% |
| Participant deferral / active EE | $1,895 | $4,282-55.7% | $3,686-48.6% | $5,609-66.2% |
| Admin fee / account holder | $1,686 | $10,436-83.8% | $6,521-74.1% | $10,828-84.4% |