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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 | $8,020 | $39,798-79.8% | $67,704-88.2% | $59,633-86.6% |
| Participation rate | 57.7% | 57.4%+0.3pp | 67.5%-9.8pp | 68.7%-11.0pp |
| Annual return | -1.31% | 89.94%-91.2pp | 25.41%-26.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $616 | $1,393-55.8% | $2,559-75.9% | $2,203-72.0% |
| Participant deferral / active EE | $1,341 | $2,335-42.6% | $3,585-62.6% | $3,192-58.0% |
| Admin fee / account holder | $953 | $3,212-70.3% | $4,255-77.6% | $4,297-77.8% |