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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 | $4,035 | $105,861-96.2% | $90,756-95.6% | $134,509-97.0% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -16.65% | -10.99%-5.7pp | -12.16%-4.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $692 | $3,463-80.0% | $2,922-76.3% | $4,741-85.4% |
| Participant deferral / active EE | $1,450 | $5,217-72.2% | $4,565-68.2% | $6,400-77.3% |
| Admin fee / account holder | $639 | $13,938-95.4% | $8,445-92.4% | $11,427-94.4% |