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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 | $4,255 | $90,320-95.3% | $59,496-92.8% | $125,389-96.6% |
| Participation rate | 7.7% | 68.3%-60.6pp | 54.6%-46.9pp | 83.2%-75.5pp |
| Annual return | -1.57% | 369.13%-370.7pp | 182.05%-183.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $19 | $1,792-98.9% | $1,153-98.4% | $4,866-99.6% |
| Participant deferral / active EE | $50 | $2,716-98.2% | $1,829-97.3% | $5,352-99.1% |
| Admin fee / account holder | $13,445 | $3,063+339.0% | $2,232+502.3% | $9,541+40.9% |