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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 | $6,737 | $142,392-95.3% | $119,622-94.4% | $134,532-95.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -2.81% | -12.46%+9.7pp | -14.98%+12.2pp | 418.27%-421.1pp |
| Employer contribution / active EE | $1,899 | $5,224-63.7% | $4,232-55.1% | $4,741-60.0% |
| Participant deferral / active EE | $2,331 | $6,467-64.0% | $5,601-58.4% | $6,401-63.6% |
| Admin fee / account holder | $1,851 | $13,593-86.4% | $10,328-82.1% | $11,429-83.8% |