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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 | $9,233 | $48,274-80.9% | $63,244-85.4% | $59,633-84.5% |
| Participation rate | 57.6% | 66.3%-8.7pp | 71.0%-13.5pp | 68.7%-11.1pp |
| Annual return | -0.57% | -240.79%+240.2pp | -70.31%+69.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $1,091 | $1,586-31.2% | $2,322-53.0% | $2,203-50.5% |
| Participant deferral / active EE | $1,995 | $2,343-14.8% | $2,953-32.4% | $3,192-37.5% |
| Admin fee / account holder | $1,917 | $3,600-46.7% | $5,893-67.5% | $4,297-55.4% |