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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 | $5,305 | $131,829-96.0% | $108,579-95.1% | $273,968-98.1% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,722 | $4,912-64.9% | $3,758-54.2% | $4,869-64.6% |
| Participant deferral / active EE | $2,094 | $5,127-59.2% | $4,311-51.4% | $5,287-60.4% |
| Admin fee / account holder | $673 | $10,252-93.4% | $7,645-91.2% | $10,132-93.4% |