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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 | $4,887 | $49,177-90.1% | $79,467-93.9% | $64,173-92.4% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | -6.85% | -1.16%-5.7pp | 718.30%-725.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $904 | $2,076-56.5% | $2,800-67.7% | $2,381-62.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $518 | $3,839-86.5% | $5,104-89.8% | $4,887-89.4% |