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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 | $7,518 | $75,962-90.1% | $154,108-95.1% | $64,173-88.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.21%-737.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,721 | $3,350-48.6% | $5,298-67.5% | $2,381-27.7% |
| Participant deferral / active EE | $1,086 | $3,175-65.8% | $5,081-78.6% | $3,470-68.7% |
| Admin fee / account holder | $3,964 | $5,589-29.1% | $13,411-70.4% | $4,887-18.9% |