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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 | $7,040 | $48,274-85.4% | $63,517-88.9% | $59,632-88.2% |
| Participation rate | 46.8% | 66.3%-19.6pp | 71.0%-24.3pp | 68.7%-21.9pp |
| Annual return | -1.25% | -240.79%+239.5pp | -70.30%+69.0pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $446 | $1,586-71.9% | $2,322-80.8% | $2,203-79.8% |
| Participant deferral / active EE | $916 | $2,343-60.9% | $2,953-69.0% | $3,192-71.3% |
| Admin fee / account holder | $419 | $3,600-88.4% | $5,892-92.9% | $4,297-90.3% |