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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 | $2,045 | $84,697-97.6% | $73,845-97.2% | $125,393-98.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -1.19% | 3123.66%-3124.9pp | 2267.91%-2269.1pp | 282.23%-283.4pp |
| Employer contribution / active EE | $293 | $3,123-90.6% | $2,788-89.5% | $4,866-94.0% |
| Participant deferral / active EE | $623 | $3,993-84.4% | $3,583-82.6% | $5,351-88.4% |
| Admin fee / account holder | $8,514 | $5,692+49.6% | $4,881+74.4% | $9,541-10.8% |