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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 | $7,797 | $54,370-85.7% | $82,763-90.6% | $68,490-88.6% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -12.74% | -13.67%+0.9pp | 702.45%-715.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $284 | $2,219-87.2% | $3,008-90.6% | $2,597-89.1% |
| Participant deferral / active EE | $1,042 | $3,247-67.9% | $4,395-76.3% | $4,028-74.1% |
| Admin fee / account holder | $395 | $4,398-91.0% | $5,325-92.6% | $5,403-92.7% |