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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 | $8,491 | $73,546-88.5% | $63,018-86.5% | $147,586-94.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $658 | $3,324-80.2% | $2,761-76.2% | $4,876-86.5% |
| Participant deferral / active EE | $831 | $4,185-80.1% | $3,330-75.0% | $5,439-84.7% |
| Admin fee / account holder | $9,143 | $5,956+53.5% | $3,601+153.9% | $10,886-16.0% |