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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 | $6,680 | $90,607-92.6% | $79,467-91.6% | $135,380-95.1% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -8.63% | 977.74%-986.4pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,053 | $4,050-74.0% | $3,704-71.6% | $5,609-81.2% |
| Admin fee / account holder | $1,196 | $5,895-79.7% | $5,104-76.6% | $10,828-89.0% |