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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 | $8,291 | $56,197-85.2% | $67,652-87.7% | $59,633-86.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -1.31% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,080 | $1,615-33.1% | $2,266-52.3% | $2,203-51.0% |
| Participant deferral / active EE | $1,786 | $2,844-37.2% | $3,560-49.8% | $3,192-44.1% |
| Admin fee / account holder | $965 | $3,958-75.6% | $4,821-80.0% | $4,297-77.5% |