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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 | $7,721 | $90,607-91.5% | $79,467-90.3% | $135,380-94.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.03% | 977.74%-983.8pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $414 | $3,068-86.5% | $2,800-85.2% | $4,779-91.3% |
| Participant deferral / active EE | $1,039 | $4,050-74.3% | $3,704-71.9% | $5,609-81.5% |
| Admin fee / account holder | $683 | $5,895-88.4% | $5,104-86.6% | $10,828-93.7% |