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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 | $9,134 | $84,685-89.2% | $73,836-87.6% | $125,389-92.7% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -1.79% | 3123.80%-3125.6pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,577 | $3,123-49.5% | $2,787-43.4% | $4,866-67.6% |
| Participant deferral / active EE | $2,385 | $3,993-40.3% | $3,583-33.5% | $5,352-55.4% |
| Admin fee / account holder | $1,084 | $5,694-81.0% | $4,882-77.8% | $9,541-88.6% |