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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 | $11,548 | $75,962-84.8% | $154,108-92.5% | $64,173-82.0% |
| Participation rate | 53.3% | 70.4%-17.1pp | 83.0%-29.7pp | 69.6%-16.2pp |
| Annual return | -4.80% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $893 | $3,350-73.3% | $5,298-83.1% | $2,381-62.5% |
| Participant deferral / active EE | $1,383 | $3,175-56.4% | $5,081-72.8% | $3,470-60.1% |
| Admin fee / account holder | $523 | $5,589-90.6% | $13,411-96.1% | $4,887-89.3% |