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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 | $13,436 | $48,274-72.2% | $63,244-78.8% | $59,633-77.5% |
| Participation rate | 56.8% | 66.3%-9.6pp | 71.0%-14.3pp | 68.7%-11.9pp |
| Annual return | -0.71% | -240.79%+240.1pp | -70.31%+69.6pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,208 | $1,586-23.8% | $2,322-48.0% | $2,203-45.2% |
| Participant deferral / active EE | $1,876 | $2,343-19.9% | $2,953-36.5% | $3,192-41.2% |
| Admin fee / account holder | $516 | $3,600-85.7% | $5,893-91.3% | $4,297-88.0% |