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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 | $4,360 | $133,981-96.7% | $112,249-96.1% | $134,532-96.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.81% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $865 | $4,040-78.6% | $3,636-76.2% | $4,741-81.8% |
| Participant deferral / active EE | $2,403 | $5,292-54.6% | $4,729-49.2% | $6,401-62.5% |
| Admin fee / account holder | $1,279 | $7,492-82.9% | $6,412-80.1% | $11,429-88.8% |