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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 | $7,660 | $82,630-90.7% | $64,105-88.1% | $125,388-93.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -1.19% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $505 | $2,671-81.1% | $1,820-72.3% | $4,866-89.6% |
| Participant deferral / active EE | $807 | $3,608-77.6% | $2,822-71.4% | $5,352-84.9% |
| Admin fee / account holder | $1,276 | $6,382-80.0% | $4,499-71.6% | $9,541-86.6% |