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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 | $5,612 | $82,630-93.2% | $64,105-91.2% | $125,393-95.5% |
| Participation rate | 30.8% | 75.9%-45.1pp | 68.2%-37.4pp | 83.2%-52.4pp |
| Annual return | -0.43% | 1489.72%-1490.1pp | 791.24%-791.7pp | 282.23%-282.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $818 | $3,608-77.3% | $2,822-71.0% | $5,351-84.7% |
| Admin fee / account holder | $1,592 | $6,382-75.1% | $4,499-64.6% | $9,541-83.3% |