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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 | $5,433 | $133,981-95.9% | $112,249-95.2% | $134,532-96.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -13.94% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $798 | $4,040-80.3% | $3,636-78.1% | $4,741-83.2% |
| Participant deferral / active EE | $1,600 | $5,292-69.8% | $4,729-66.2% | $6,401-75.0% |
| Admin fee / account holder | $577 | $7,492-92.3% | $6,412-91.0% | $11,429-94.9% |