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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 | $7,021 | $90,320-92.2% | $59,496-88.2% | $125,389-94.4% |
| Participation rate | 42.9% | 68.3%-25.4pp | 54.6%-11.7pp | 83.2%-40.3pp |
| Annual return | -4.48% | 369.13%-373.6pp | 182.05%-186.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $983 | $1,792-45.1% | $1,153-14.7% | $4,866-79.8% |
| Participant deferral / active EE | $1,024 | $2,716-62.3% | $1,829-44.0% | $5,352-80.9% |
| Admin fee / account holder | $1,291 | $3,063-57.9% | $2,232-42.2% | $9,541-86.5% |