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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 | $3,801 | $92,684-95.9% | $82,706-95.4% | $134,509-97.2% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -20.28% | 945.84%-966.1pp | 701.76%-722.0pp | 418.13%-438.4pp |
| Employer contribution / active EE | $637 | $3,272-80.5% | $3,007-78.8% | $4,741-86.6% |
| Participant deferral / active EE | $1,178 | $4,800-75.5% | $4,394-73.2% | $6,400-81.6% |
| Admin fee / account holder | $1,195 | $5,982-80.0% | $5,329-77.6% | $11,427-89.5% |