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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 | $4,001 | $54,355-92.6% | $82,744-95.2% | $68,486-94.2% |
| Participation rate | 42.4% | 63.9%-21.6pp | 72.6%-30.2pp | 67.9%-25.5pp |
| Annual return | -12.38% | -13.67%+1.3pp | 702.22%-714.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $325 | $2,219-85.4% | $3,008-89.2% | $2,597-87.5% |
| Participant deferral / active EE | $933 | $3,246-71.3% | $4,395-78.8% | $4,028-76.8% |
| Admin fee / account holder | $1,215 | $4,397-72.4% | $5,325-77.2% | $5,404-77.5% |