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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 | $7,908 | $84,684-90.7% | $73,835-89.3% | $125,388-93.7% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | -1.43% | 3123.93%-3125.4pp | 2268.13%-2269.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,618 | $3,123-48.2% | $2,788-42.0% | $4,866-66.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $698 | $5,691-87.7% | $4,880-85.7% | $9,541-92.7% |