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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 | $3,769 | $104,116-96.4% | $71,089-94.7% | $135,380-97.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -8.26% | 1256.51%-1264.8pp | 650.65%-658.9pp | 519.81%-528.1pp |
| Employer contribution / active EE | $228 | $1,485-84.7% | $1,088-79.0% | $4,779-95.2% |
| Participant deferral / active EE | $228 | $2,524-91.0% | $1,873-87.8% | $5,609-95.9% |
| Admin fee / account holder | $1,530 | $4,142-63.1% | $3,082-50.4% | $10,828-85.9% |