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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 | $10,778 | $75,935-85.8% | $60,547-82.2% | $125,389-91.4% |
| Participation rate | 68.8% | 76.5%-7.8pp | 68.0%+0.8pp | 83.2%-14.4pp |
| Annual return | -1.23% | -5.38%+4.1pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $678 | $3,438-80.3% | $2,419-72.0% | $4,866-86.1% |
| Participant deferral / active EE | $1,685 | $4,506-62.6% | $3,328-49.4% | $5,352-68.5% |
| Admin fee / account holder | $6,802 | $6,768+0.5% | $4,536+49.9% | $9,541-28.7% |