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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 | $4,897 | $104,106-95.3% | $71,086-93.1% | $135,379-96.4% |
| Participation rate | 45.5% | 65.7%-20.2pp | 54.7%-9.2pp | 82.6%-37.2pp |
| Annual return | -9.17% | 1256.30%-1265.5pp | 650.59%-659.8pp | 519.79%-529.0pp |
| Employer contribution / active EE | $419 | $1,485-71.8% | $1,088-61.5% | $4,779-91.2% |
| Participant deferral / active EE | $805 | $2,527-68.1% | $1,874-57.0% | $5,609-85.6% |
| Admin fee / account holder | $337 | $4,142-91.9% | $3,082-89.1% | $10,828-96.9% |