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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 | $5,804 | $75,962-92.4% | $154,111-96.2% | $64,173-91.0% |
| Participation rate | 46.4% | 70.4%-24.0pp | 83.0%-36.6pp | 69.6%-23.1pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.18%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,438 | $3,175-23.2% | $5,081-52.0% | $3,470-29.7% |
| Admin fee / account holder | $2,461 | $5,589-56.0% | $13,411-81.7% | $4,887-49.7% |