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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 | $4,145 | $67,396-93.8% | $60,919-93.2% | $134,545-96.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -18.39% | 50.12%-68.5pp | 16.96%-35.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $819 | $3,101-73.6% | $2,704-69.7% | $4,742-82.7% |
| Participant deferral / active EE | $1,349 | $4,534-70.2% | $3,814-64.6% | $6,401-78.9% |
| Admin fee / account holder | $1,262 | $4,590-72.5% | $3,228-60.9% | $11,431-89.0% |