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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 | $14,673 | $95,975-84.7% | $74,549-80.3% | $135,379-89.2% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -5.99% | 56.96%-63.0pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $866 | $2,716-68.1% | $1,961-55.8% | $4,779-81.9% |
| Participant deferral / active EE | $1,668 | $3,844-56.6% | $3,108-46.3% | $5,609-70.3% |
| Admin fee / account holder | $1,074 | $6,522-83.5% | $5,059-78.8% | $10,828-90.1% |