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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 | $1,275 | $84,551-98.5% | $61,452-97.9% | $134,532-99.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -20.72% | 585.39%-606.1pp | 338.96%-359.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $538 | $1,545-65.2% | $1,160-53.6% | $4,741-88.6% |
| Participant deferral / active EE | $763 | $2,818-72.9% | $2,125-64.1% | $6,401-88.1% |
| Admin fee / account holder | $443 | $2,587-82.9% | $2,131-79.2% | $11,429-96.1% |