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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 | $18,081 | $45,566-60.3% | $64,105-71.8% | $59,633-69.7% |
| Participation rate | 25.0% | 60.2%-35.2pp | 68.2%-43.2pp | 68.7%-43.7pp |
| Annual return | -1.70% | 4.95%-6.7pp | 791.24%-792.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,113 | $2,057-45.9% | $2,822-60.6% | $3,192-65.1% |
| Admin fee / account holder | $535 | $3,268-83.6% | $4,499-88.1% | $4,297-87.6% |