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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 | $4,414 | $93,098-95.3% | $77,081-94.3% | $134,509-96.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -4.54% | 62.63%-67.2pp | 42.33%-46.9pp | 418.13%-422.7pp |
| Employer contribution / active EE | $598 | $3,419-82.5% | $2,813-78.7% | $4,741-87.4% |
| Participant deferral / active EE | $1,125 | $5,239-78.5% | $4,428-74.6% | $6,400-82.4% |
| Admin fee / account holder | $716 | $6,945-89.7% | $5,427-86.8% | $11,427-93.7% |