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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 | $5,001 | $82,630-93.9% | $64,105-92.2% | $125,389-96.0% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -0.59% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $280 | $2,671-89.5% | $1,820-84.6% | $4,866-94.3% |
| Participant deferral / active EE | $957 | $3,608-73.5% | $2,822-66.1% | $5,352-82.1% |
| Admin fee / account holder | $1,784 | $6,382-72.1% | $4,499-60.4% | $9,541-81.3% |