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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 | $5,774 | $105,866-94.5% | $90,766-93.6% | $134,545-95.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -18.03% | -10.99%-7.0pp | -12.16%-5.9pp | 418.37%-436.4pp |
| Employer contribution / active EE | $838 | $3,464-75.8% | $2,922-71.3% | $4,742-82.3% |
| Participant deferral / active EE | $1,920 | $5,217-63.2% | $4,565-57.9% | $6,401-70.0% |
| Admin fee / account holder | $1,647 | $13,938-88.2% | $8,446-80.5% | $11,431-85.6% |