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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 | $7,213 | $90,320-92.0% | $59,496-87.9% | $125,389-94.2% |
| Participation rate | 56.3% | 68.3%-12.0pp | 54.6%+1.7pp | 83.2%-26.9pp |
| Annual return | -3.78% | 369.13%-372.9pp | 182.05%-185.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $417 | $1,792-76.7% | $1,153-63.8% | $4,866-91.4% |
| Participant deferral / active EE | $1,054 | $2,716-61.2% | $1,829-42.4% | $5,352-80.3% |
| Admin fee / account holder | $745 | $3,063-75.7% | $2,232-66.6% | $9,541-92.2% |