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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 | $6,608 | $51,226-87.1% | $82,744-92.0% | $66,938-90.1% |
| Participation rate | 25.2% | 67.9%-42.6pp | 72.6%-47.3pp | 69.8%-44.6pp |
| Annual return | 0.00% | -9.61%+9.6pp | 702.22%-702.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,101 | $3,460-68.2% | $4,395-74.9% | $4,238-74.0% |
| Admin fee / account holder | $480 | $416+15.5% | $5,325-91.0% | $594-19.1% |