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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 | $8,303 | $129,959-93.6% | $104,301-92.0% | $134,532-93.8% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -16.16% | 42.04%-58.2pp | 24.61%-40.8pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,044 | $4,185-51.2% | $3,373-39.4% | $4,741-56.9% |
| Participant deferral / active EE | $2,843 | $5,589-49.1% | $4,626-38.6% | $6,401-55.6% |
| Admin fee / account holder | $626 | $9,325-93.3% | $7,340-91.5% | $11,429-94.5% |