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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 | $8,745 | $75,832-88.5% | $147,618-94.1% | $59,633-85.3% |
| Participation rate | 17.0% | 71.6%-54.6pp | 84.6%-67.6pp | 68.7%-51.7pp |
| Annual return | -2.61% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $883 | $3,131-71.8% | $4,895-82.0% | $3,192-72.3% |
| Admin fee / account holder | $8,103 | $5,986+35.4% | $11,612-30.2% | $4,297+88.6% |