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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 | $4,814 | $30,732-84.3% | $59,496-91.9% | $59,633-91.9% |
| Participation rate | 31.0% | 43.2%-12.2pp | 54.6%-23.5pp | 68.7%-37.6pp |
| Annual return | -2.25% | 4.47%-6.7pp | 182.05%-184.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $529 | $1,183-55.3% | $1,829-71.1% | $3,192-83.4% |
| Admin fee / account holder | $2,245 | $2,136+5.1% | $2,232+0.6% | $4,297-47.8% |