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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 | $5,702 | $93,117-93.9% | $77,096-92.6% | $134,532-95.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.95% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $755 | $3,420-77.9% | $2,814-73.2% | $4,741-84.1% |
| Participant deferral / active EE | $1,295 | $5,241-75.3% | $4,429-70.8% | $6,401-79.8% |
| Admin fee / account holder | $27,568 | $6,948+296.8% | $5,428+407.8% | $11,429+141.2% |