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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 | $983 | $92,684-98.9% | $82,706-98.8% | $134,509-99.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -16.87% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $803 | $3,272-75.5% | $3,007-73.3% | $4,741-83.1% |
| Participant deferral / active EE | $3,416 | $4,800-28.8% | $4,394-22.3% | $6,400-46.6% |
| Admin fee / account holder | $17,701 | $5,982+195.9% | $5,329+232.2% | $11,427+54.9% |