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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 | $3,741 | $92,743-96.0% | $82,744-95.5% | $134,532-97.2% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -9.17% | 946.63%-955.8pp | 702.22%-711.4pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,000 | $3,273-69.4% | $3,008-66.8% | $4,741-78.9% |
| Participant deferral / active EE | $1,400 | $4,802-70.8% | $4,395-68.1% | $6,401-78.1% |
| Admin fee / account holder | $28,558 | $5,977+377.8% | $5,325+436.3% | $11,429+149.9% |