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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 | $6,279 | $107,809-94.2% | $90,657-93.1% | $135,379-95.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -4.66% | -0.90%-3.8pp | 1.89%-6.5pp | 519.79%-524.5pp |
| Employer contribution / active EE | $791 | $3,018-73.8% | $2,532-68.8% | $4,779-83.5% |
| Participant deferral / active EE | $1,833 | $3,872-52.7% | $3,424-46.5% | $5,609-67.3% |
| Admin fee / account holder | $414 | $5,931-93.0% | $4,994-91.7% | $10,828-96.2% |