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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 | $7,158 | $85,790-91.7% | $67,313-89.4% | $135,380-94.7% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -0.85% | -0.54%-0.3pp | -4.08%+3.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $958 | $3,487-72.5% | $2,566-62.7% | $4,779-80.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $511 | $6,392-92.0% | $4,507-88.7% | $10,828-95.3% |