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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 | $6,453 | $100,792-93.6% | $86,691-92.6% | $134,509-95.2% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -15.83% | 29.08%-44.9pp | 35.94%-51.8pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,548 | $5,339-52.3% | $4,656-45.3% | $6,400-60.2% |
| Admin fee / account holder | $513 | $10,924-95.3% | $7,492-93.1% | $11,427-95.5% |