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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 | $5,059 | $211,946-97.6% | $169,452-97.0% | $135,379-96.3% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.79%-525.3pp |
| Employer contribution / active EE | $571 | $5,117-88.8% | $4,157-86.3% | $4,779-88.1% |
| Participant deferral / active EE | $1,008 | $6,075-83.4% | $5,277-80.9% | $5,609-82.0% |
| Admin fee / account holder | $1,343 | $11,472-88.3% | $9,110-85.3% | $10,828-87.6% |