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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 | $8,063 | $39,798-79.7% | $67,704-88.1% | $59,633-86.5% |
| Participation rate | 24.0% | 57.4%-33.4pp | 67.5%-43.5pp | 68.7%-44.7pp |
| Annual return | -0.61% | 89.94%-90.5pp | 25.41%-26.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $535 | $1,393-61.6% | $2,559-79.1% | $2,203-75.7% |
| Participant deferral / active EE | $731 | $2,335-68.7% | $3,585-79.6% | $3,192-77.1% |
| Admin fee / account holder | $728 | $3,212-77.3% | $4,255-82.9% | $4,297-83.1% |