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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 | $5,346 | $92,743-94.2% | $82,744-93.5% | $134,532-96.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -3.67% | 946.63%-950.3pp | 702.22%-705.9pp | 418.27%-421.9pp |
| Employer contribution / active EE | $676 | $3,273-79.3% | $3,008-77.5% | $4,741-85.7% |
| Participant deferral / active EE | $1,075 | $4,802-77.6% | $4,395-75.5% | $6,401-83.2% |
| Admin fee / account holder | $2,369 | $5,977-60.4% | $5,325-55.5% | $11,429-79.3% |