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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 | $15,333 | $45,566-66.4% | $64,105-76.1% | $59,633-74.3% |
| Participation rate | 68.6% | 60.2%+8.4pp | 68.2%+0.4pp | 68.7%-0.1pp |
| Annual return | -1.64% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,721 | $2,057-16.3% | $2,822-39.0% | $3,192-46.1% |
| Admin fee / account holder | $2,750 | $3,268-15.8% | $4,499-38.9% | $4,297-36.0% |