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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 | $9,825 | $95,979-89.8% | $74,551-86.8% | $135,380-92.7% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -0.40% | 56.97%-57.4pp | 32.53%-32.9pp | 519.81%-520.2pp |
| Employer contribution / active EE | $749 | $2,716-72.4% | $1,961-61.8% | $4,779-84.3% |
| Participant deferral / active EE | $847 | $3,844-78.0% | $3,108-72.8% | $5,609-84.9% |
| Admin fee / account holder | $1,496 | $6,522-77.1% | $5,059-70.4% | $10,828-86.2% |