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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 | $5,405 | $26,549-79.6% | $61,452-91.2% | $66,938-91.9% |
| Participation rate | 14.4% | 38.1%-23.7pp | 52.6%-38.1pp | 69.8%-55.4pp |
| Annual return | 1.63% | -16.21%+17.8pp | 338.96%-337.3pp | 1.58%+0.1pp |
| Employer contribution / active EE | $193 | $651-70.4% | $1,160-83.4% | $2,545-92.4% |
| Participant deferral / active EE | $414 | $1,338-69.1% | $2,125-80.5% | $4,238-90.2% |
| Admin fee / account holder | $1,498 | $409+266.6% | $2,131-29.7% | $594+152.4% |