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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 | $5,798 | $54,357-89.3% | $82,706-93.0% | $68,495-91.5% |
| Participation rate | 29.6% | 63.9%-34.3pp | 72.6%-42.9pp | 67.9%-38.3pp |
| Annual return | -17.62% | -13.67%-3.9pp | 701.76%-719.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $619 | $2,218-72.1% | $3,007-79.4% | $2,596-76.1% |
| Participant deferral / active EE | $917 | $3,246-71.8% | $4,394-79.1% | $4,028-77.2% |
| Admin fee / account holder | $3,454 | $4,396-21.4% | $5,329-35.2% | $5,403-36.1% |