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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 | $4,250 | $134,532-96.8% | $15,687-72.9% | $134,532-96.8% |
| Participation rate | 16.7% | 81.2%-64.6pp | 58.3%-41.7pp | 81.2%-64.6pp |
| Annual return | -12.42% | 418.27%-430.7pp | -2.17%-10.2pp | 418.27%-430.7pp |
| Employer contribution / active EE | $943 | $4,741-80.1% | $1,369-31.2% | $4,741-80.1% |
| Participant deferral / active EE | $6,833 | $6,401+6.8% | $3,417+100.0% | $6,401+6.8% |
| Admin fee / account holder | $3,893 | $11,429-65.9% | $2,942+32.3% | $11,429-65.9% |