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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 | $2,131 | $92,743-97.7% | $82,744-97.4% | $134,532-98.4% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -20.78% | 946.63%-967.4pp | 702.22%-723.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $945 | $3,273-71.1% | $3,008-68.6% | $4,741-80.1% |
| Participant deferral / active EE | $1,705 | $4,802-64.5% | $4,395-61.2% | $6,401-73.4% |
| Admin fee / account holder | $947 | $5,977-84.2% | $5,325-82.2% | $11,429-91.7% |