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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 | $7,268 | $190,879-96.2% | $160,009-95.5% | $134,532-94.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -15.02% | 552.63%-567.6pp | 408.85%-423.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $950 | $4,995-81.0% | $4,225-77.5% | $4,741-80.0% |
| Participant deferral / active EE | $1,388 | $6,924-79.9% | $6,183-77.5% | $6,401-78.3% |
| Admin fee / account holder | $834 | $10,495-92.1% | $8,715-90.4% | $11,429-92.7% |