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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 | $5,876 | $87,016-93.2% | $63,244-90.7% | $125,388-95.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -3.69% | 21.71%-25.4pp | -70.31%+66.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $842 | $3,601-76.6% | $2,322-63.7% | $4,866-82.7% |
| Participant deferral / active EE | $1,044 | $3,939-73.5% | $2,953-64.7% | $5,352-80.5% |
| Admin fee / account holder | $400 | $11,954-96.7% | $5,893-93.2% | $9,541-95.8% |