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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 | $7,571 | $90,320-91.6% | $59,496-87.3% | $125,389-94.0% |
| Participation rate | 20.8% | 68.3%-47.5pp | 54.6%-33.7pp | 83.2%-62.4pp |
| Annual return | -2.55% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $423 | $1,792-76.4% | $1,153-63.3% | $4,866-91.3% |
| Participant deferral / active EE | $1,858 | $2,716-31.6% | $1,829+1.6% | $5,352-65.3% |
| Admin fee / account holder | $12,797 | $3,063+317.8% | $2,232+473.3% | $9,541+34.1% |