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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 | $5,404 | $92,743-94.2% | $82,744-93.5% | $134,532-96.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.13% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,697 | $3,273-48.1% | $3,008-43.6% | $4,741-64.2% |
| Participant deferral / active EE | $1,985 | $4,802-58.7% | $4,395-54.8% | $6,401-69.0% |
| Admin fee / account holder | $572 | $5,977-90.4% | $5,325-89.3% | $11,429-95.0% |