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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 | $5,335 | $54,357-90.2% | $82,706-93.5% | $68,495-92.2% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -19.26% | -13.67%-5.6pp | 701.76%-721.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $319 | $2,218-85.6% | $3,007-89.4% | $2,596-87.7% |
| Participant deferral / active EE | $1,779 | $3,246-45.2% | $4,394-59.5% | $4,028-55.8% |
| Admin fee / account holder | $540 | $4,396-87.7% | $5,329-89.9% | $5,403-90.0% |