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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 | $4,658 | $82,288-94.3% | $68,794-93.2% | $134,509-96.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -10.23% | -2.19%-8.0pp | -6.37%-3.9pp | 418.13%-428.4pp |
| Employer contribution / active EE | $1,186 | $3,301-64.1% | $2,656-55.4% | $4,741-75.0% |
| Participant deferral / active EE | $1,223 | $4,738-74.2% | $3,941-69.0% | $6,400-80.9% |
| Admin fee / account holder | $1,477 | $6,482-77.2% | $4,934-70.1% | $11,427-87.1% |