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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 | $6,453 | $95,915-93.3% | $79,580-91.9% | $134,532-95.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -18.49% | -2.71%-15.8pp | 0.15%-18.6pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,742 | $3,129-44.3% | $2,413-27.8% | $4,741-63.2% |
| Participant deferral / active EE | $2,099 | $4,693-55.3% | $3,985-47.3% | $6,401-67.2% |
| Admin fee / account holder | $371 | $9,132-95.9% | $6,835-94.6% | $11,429-96.8% |