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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 | $6,795 | $131,835-94.8% | $108,582-93.7% | $273,972-97.5% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 9.07% | -91.57%+100.6pp | -51.70%+60.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,064 | $5,127-59.7% | $4,311-52.1% | $5,287-61.0% |
| Admin fee / account holder | $1,494 | $10,253-85.4% | $7,645-80.5% | $10,133-85.3% |