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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 | $8,718 | $90,606-90.4% | $79,466-89.0% | $135,379-93.6% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -5.18% | 977.69%-982.9pp | 718.28%-723.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $182 | $3,068-94.1% | $2,800-93.5% | $4,779-96.2% |
| Participant deferral / active EE | $902 | $4,050-77.7% | $3,704-75.6% | $5,609-83.9% |
| Admin fee / account holder | $2,836 | $5,895-51.9% | $5,104-44.4% | $10,828-73.8% |