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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 | $6,580 | $106,549-93.8% | $91,225-92.8% | $134,509-95.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -18.98% | 160.73%-179.7pp | 114.10%-133.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $786 | $3,331-76.4% | $2,851-72.4% | $4,741-83.4% |
| Participant deferral / active EE | $1,286 | $4,719-72.7% | $4,234-69.6% | $6,400-79.9% |
| Admin fee / account holder | $1,304 | $6,234-79.1% | $5,422-75.9% | $11,427-88.6% |