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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 | $8,343 | $75,962-89.0% | $154,108-94.6% | $64,173-87.0% |
| Participation rate | 32.7% | 70.4%-37.7pp | 83.0%-50.3pp | 69.6%-36.9pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $564 | $3,350-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $2,500 | $3,175-21.2% | $5,081-50.8% | $3,470-27.9% |
| Admin fee / account holder | $1,279 | $5,589-77.1% | $13,411-90.5% | $4,887-73.8% |