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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 | $1,595 | $89,367-98.2% | $141,191-98.9% | $72,975-97.8% |
| Participation rate | 12.1% | 75.1%-63.0pp | 82.5%-70.4pp | 69.5%-57.4pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,125 | $3,115-63.9% | $4,736-76.2% | $2,440-53.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,913 | $5,957+32.8% | $10,264-22.9% | $5,124+54.4% |