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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 | $13,683 | $211,946-93.5% | $169,452-91.9% | $135,379-89.9% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.19% | 3.26%-10.5pp | 1.83%-9.0pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,013 | $5,117-80.2% | $4,157-75.6% | $4,779-78.8% |
| Participant deferral / active EE | $3,859 | $6,075-36.5% | $5,277-26.9% | $5,609-31.2% |
| Admin fee / account holder | $2,994 | $11,472-73.9% | $9,110-67.1% | $10,828-72.3% |