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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 | $5,811 | $47,977-87.9% | $154,111-96.2% | $56,287-89.7% |
| Participation rate | 29.7% | 66.2%-36.5pp | 83.0%-53.3pp | 69.9%-40.2pp |
| Annual return | 37.41% | 3.54%+33.9pp | 735.18%-697.8pp | -9.96%+47.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,006 | $2,392-57.9% | $5,081-80.2% | $3,350-70.0% |
| Admin fee / account holder | $1,281 | $438+192.3% | $13,411-90.4% | $521+145.9% |