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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 | $5,838 | $134,001-95.6% | $112,258-94.8% | $134,509-95.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -18.20% | 47.15%-65.4pp | 27.47%-45.7pp | 418.13%-436.3pp |
| Employer contribution / active EE | $903 | $4,039-77.6% | $3,636-75.2% | $4,741-81.0% |
| Participant deferral / active EE | $3,217 | $5,291-39.2% | $4,728-32.0% | $6,400-49.7% |
| Admin fee / account holder | $5,986 | $7,491-20.1% | $6,411-6.6% | $11,427-47.6% |