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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 | $6,339 | $92,766-93.2% | $82,763-92.3% | $134,545-95.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.36% | 946.97%-964.3pp | 702.45%-719.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $768 | $3,273-76.5% | $3,008-74.5% | $4,742-83.8% |
| Participant deferral / active EE | $1,258 | $4,802-73.8% | $4,395-71.4% | $6,401-80.4% |
| Admin fee / account holder | $1,548 | $5,978-74.1% | $5,325-70.9% | $11,431-86.5% |