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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 | $8,264 | $152,597-94.6% | $117,533-93.0% | $134,532-93.9% |
| Participation rate | 61.1% | 77.1%-16.0pp | 70.6%-9.5pp | 81.2%-20.1pp |
| Annual return | -20.11% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $428 | $5,576-92.3% | $4,179-89.8% | $4,741-91.0% |
| Participant deferral / active EE | $1,511 | $4,821-68.7% | $4,072-62.9% | $6,401-76.4% |
| Admin fee / account holder | $3,929 | $7,007-43.9% | $5,647-30.4% | $11,429-65.6% |