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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 | $6,034 | $101,283-94.0% | $75,826-92.0% | $135,380-95.5% |
| Participation rate | 20.0% | 72.7%-52.7pp | 68.2%-48.2pp | 82.6%-62.6pp |
| Annual return | -4.72% | 3384.62%-3389.3pp | 1914.15%-1918.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $326 | $2,382-86.3% | $1,913-83.0% | $4,779-93.2% |
| Participant deferral / active EE | $326 | $3,469-90.6% | $2,862-88.6% | $5,609-94.2% |
| Admin fee / account holder | $3,261 | $6,539-50.1% | $4,726-31.0% | $10,828-69.9% |