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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 | $1,717 | $107,809-98.4% | $90,657-98.1% | $135,380-98.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -8.27% | -0.90%-7.4pp | 1.89%-10.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,396 | $3,872-38.1% | $3,424-30.0% | $5,609-57.3% |
| Admin fee / account holder | $3,941 | $5,931-33.5% | $4,994-21.1% | $10,828-63.6% |