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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 | $1,757 | $90,607-98.1% | $79,467-97.8% | $135,380-98.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -8.62% | 977.74%-986.4pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $447 | $3,068-85.4% | $2,800-84.0% | $4,779-90.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $413 | $5,895-93.0% | $5,104-91.9% | $10,828-96.2% |