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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 | $2,857 | $84,697-96.6% | $73,845-96.1% | $125,393-97.7% |
| Participation rate | 45.5% | 76.8%-31.3pp | 73.4%-28.0pp | 83.2%-37.7pp |
| Annual return | -1.47% | 3123.66%-3125.1pp | 2267.91%-2269.4pp | 282.23%-283.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,926 | $3,993-51.8% | $3,583-46.2% | $5,351-64.0% |
| Admin fee / account holder | $1,383 | $5,692-75.7% | $4,881-71.7% | $9,541-85.5% |