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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 | $3,101 | $92,684-96.7% | $82,706-96.3% | $134,509-97.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -17.39% | 945.84%-963.2pp | 701.76%-719.2pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,222 | $3,272-62.7% | $3,007-59.4% | $4,741-74.2% |
| Participant deferral / active EE | $1,222 | $4,800-74.5% | $4,394-72.2% | $6,400-80.9% |
| Admin fee / account holder | $783 | $5,982-86.9% | $5,329-85.3% | $11,427-93.1% |