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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 | $5,431 | $95,979-94.3% | $74,551-92.7% | $135,380-96.0% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -5.03% | 56.97%-62.0pp | 32.53%-37.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $836 | $3,844-78.3% | $3,108-73.1% | $5,609-85.1% |
| Admin fee / account holder | $1,511 | $6,522-76.8% | $5,059-70.1% | $10,828-86.0% |