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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 | $7,474 | $104,116-92.8% | $71,089-89.5% | $135,380-94.5% |
| Participation rate | 60.0% | 65.7%-5.7pp | 54.6%+5.4pp | 82.6%-22.6pp |
| Annual return | -8.14% | 1256.51%-1264.7pp | 650.65%-658.8pp | 519.81%-527.9pp |
| Employer contribution / active EE | $432 | $1,485-70.9% | $1,088-60.2% | $4,779-91.0% |
| Participant deferral / active EE | $1,730 | $2,524-31.5% | $1,873-7.6% | $5,609-69.2% |
| Admin fee / account holder | $1,302 | $4,142-68.6% | $3,082-57.8% | $10,828-88.0% |