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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 | $6,911 | $100,792-93.1% | $86,691-92.0% | $134,509-94.9% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -19.38% | 29.08%-48.5pp | 35.94%-55.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $958 | $3,491-72.6% | $2,837-66.2% | $4,741-79.8% |
| Participant deferral / active EE | $2,102 | $5,339-60.6% | $4,656-54.9% | $6,400-67.2% |
| Admin fee / account holder | $1,247 | $10,924-88.6% | $7,492-83.4% | $11,427-89.1% |