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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 | $6,770 | $30,732-78.0% | $59,496-88.6% | $59,633-88.6% |
| Participation rate | 36.6% | 43.2%-6.6pp | 54.6%-17.9pp | 68.7%-32.1pp |
| Annual return | -0.44% | 4.47%-4.9pp | 182.05%-182.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $174 | $631-72.4% | $1,153-84.9% | $2,203-92.1% |
| Participant deferral / active EE | $363 | $1,183-69.3% | $1,829-80.2% | $3,192-88.6% |
| Admin fee / account holder | $356 | $2,136-83.3% | $2,232-84.1% | $4,297-91.7% |