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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 | $4,605 | $93,117-95.1% | $77,096-94.0% | $134,532-96.6% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -19.11% | 62.67%-81.8pp | 42.35%-61.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,465 | $3,420-57.2% | $2,814-47.9% | $4,741-69.1% |
| Participant deferral / active EE | $2,963 | $5,241-43.5% | $4,429-33.1% | $6,401-53.7% |
| Admin fee / account holder | $2,053 | $6,948-70.4% | $5,428-62.2% | $11,429-82.0% |