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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 | $4,951 | $133,981-96.3% | $112,249-95.6% | $134,532-96.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.31% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,033 | $4,040-74.4% | $3,636-71.6% | $4,741-78.2% |
| Participant deferral / active EE | $1,759 | $5,292-66.8% | $4,729-62.8% | $6,401-72.5% |
| Admin fee / account holder | $559 | $7,492-92.5% | $6,412-91.3% | $11,429-95.1% |