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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 | $4,378 | $45,872-90.5% | $77,081-94.3% | $68,495-93.6% |
| Participation rate | 26.9% | 55.9%-29.0pp | 67.9%-41.0pp | 67.9%-41.0pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $694 | $1,650-57.9% | $2,813-75.3% | $2,596-73.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $725 | $3,041-76.2% | $5,427-86.6% | $5,403-86.6% |