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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 | $6,862 | $45,152-84.8% | $73,836-90.7% | $59,633-88.5% |
| Participation rate | 57.1% | 64.0%-6.9pp | 73.4%-16.3pp | 68.7%-11.5pp |
| Annual return | -0.78% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $538 | $1,901-71.7% | $2,787-80.7% | $2,203-75.6% |
| Participant deferral / active EE | $942 | $2,573-63.4% | $3,583-73.7% | $3,192-70.5% |
| Admin fee / account holder | $11,904 | $3,515+238.7% | $4,882+143.8% | $4,297+177.0% |