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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 | $92,743-95.9% | $82,744-95.4% | $134,532-97.2% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -20.28% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $637 | $3,273-80.5% | $3,008-78.8% | $4,741-86.6% |
| Participant deferral / active EE | $1,178 | $4,802-75.5% | $4,395-73.2% | $6,401-81.6% |
| Admin fee / account holder | $1,195 | $5,977-80.0% | $5,325-77.6% | $11,429-89.5% |