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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 | $9,448 | $97,729-90.3% | $83,830-88.7% | $135,379-93.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.99% | 1287.52%-1296.5pp | 850.97%-860.0pp | 519.79%-528.8pp |
| Employer contribution / active EE | $882 | $4,222-79.1% | $3,631-75.7% | $4,779-81.6% |
| Participant deferral / active EE | $1,321 | $4,683-71.8% | $4,082-67.6% | $5,609-76.5% |
| Admin fee / account holder | $718 | $6,674-89.2% | $5,479-86.9% | $10,828-93.4% |