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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 | $7,441 | $129,959-94.3% | $104,301-92.9% | $134,532-94.5% |
| Participation rate | 65.2% | 79.5%-14.3pp | 73.3%-8.1pp | 81.2%-16.0pp |
| Annual return | -19.09% | 42.04%-61.1pp | 24.61%-43.7pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,067 | $4,185-74.5% | $3,373-68.4% | $4,741-77.5% |
| Participant deferral / active EE | $2,603 | $5,589-53.4% | $4,626-43.7% | $6,401-59.3% |
| Admin fee / account holder | $313 | $9,325-96.6% | $7,340-95.7% | $11,429-97.3% |