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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 | $6,509 | $95,188-93.2% | $76,518-91.5% | $135,379-95.2% |
| Participation rate | 56.3% | 74.4%-18.1pp | 68.0%-11.7pp | 82.6%-26.4pp |
| Annual return | -0.55% | 4.85%-5.4pp | -0.27%-0.3pp | 519.79%-520.3pp |
| Employer contribution / active EE | $731 | $3,303-77.9% | $2,647-72.4% | $4,779-84.7% |
| Participant deferral / active EE | $2,049 | $4,640-55.8% | $3,836-46.6% | $5,609-63.5% |
| Admin fee / account holder | $37,765 | $6,249+504.3% | $4,849+678.9% | $10,828+248.8% |