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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 | $17,824 | $211,946-91.6% | $169,452-89.5% | $135,380-86.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.00% | 3.26%-10.3pp | 1.83%-8.8pp | 519.81%-526.8pp |
| Employer contribution / active EE | $725 | $5,117-85.8% | $4,157-82.6% | $4,779-84.8% |
| Participant deferral / active EE | $1,728 | $6,075-71.6% | $5,277-67.3% | $5,609-69.2% |
| Admin fee / account holder | $500 | $11,472-95.6% | $9,110-94.5% | $10,828-95.4% |