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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 | $3,220 | $32,117-90.0% | $71,086-95.5% | $64,173-95.0% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.7%-21.3pp | 69.6%-36.2pp |
| Annual return | -8.83% | -5.57%-3.3pp | 650.59%-659.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $761 | $1,263-39.7% | $1,874-59.4% | $3,470-78.1% |
| Admin fee / account holder | $1,819 | $2,759-34.1% | $3,082-41.0% | $4,887-62.8% |