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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 | $6,236 | $152,597-95.9% | $117,533-94.7% | $134,532-95.4% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -20.09% | 53.04%-73.1pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $658 | $5,576-88.2% | $4,179-84.3% | $4,741-86.1% |
| Participant deferral / active EE | $1,398 | $4,821-71.0% | $4,072-65.7% | $6,401-78.2% |
| Admin fee / account holder | $431 | $7,007-93.8% | $5,647-92.4% | $11,429-96.2% |