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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 | $5,315 | $75,962-93.0% | $154,108-96.6% | $64,173-91.7% |
| Participation rate | 56.9% | 70.4%-13.6pp | 83.0%-26.2pp | 69.6%-12.7pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,965 | $3,175-38.1% | $5,081-61.3% | $3,470-43.4% |
| Admin fee / account holder | $5,248 | $5,589-6.1% | $13,411-60.9% | $4,887+7.4% |