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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 | $2,351 | $92,743-97.5% | $82,744-97.2% | $134,532-98.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 81.2%-16.5pp |
| Annual return | -18.35% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $961 | $3,273-70.6% | $3,008-68.0% | $4,741-79.7% |
| Participant deferral / active EE | $1,040 | $4,802-78.3% | $4,395-76.3% | $6,401-83.7% |
| Admin fee / account holder | $489 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |