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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 | $1,562 | $84,551-98.2% | $61,452-97.5% | $134,532-98.8% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -17.69% | 585.39%-603.1pp | 338.96%-356.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $307 | $1,545-80.1% | $1,160-73.5% | $4,741-93.5% |
| Participant deferral / active EE | $447 | $2,818-84.1% | $2,125-78.9% | $6,401-93.0% |
| Admin fee / account holder | $5,451 | $2,587+110.7% | $2,131+155.8% | $11,429-52.3% |