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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 | $6,340 | $92,684-93.2% | $82,706-92.3% | $134,509-95.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.16% | 945.84%-965.0pp | 701.76%-720.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $705 | $3,272-78.5% | $3,007-76.6% | $4,741-85.1% |
| Participant deferral / active EE | $2,661 | $4,800-44.6% | $4,394-39.4% | $6,400-58.4% |
| Admin fee / account holder | $416 | $5,982-93.1% | $5,329-92.2% | $11,427-96.4% |