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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 | $5,557 | $54,355-89.8% | $82,744-93.3% | $68,486-91.9% |
| Participation rate | 52.9% | 63.9%-11.0pp | 72.6%-19.6pp | 67.9%-15.0pp |
| Annual return | -16.33% | -13.67%-2.7pp | 702.22%-718.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $946 | $2,219-57.3% | $3,008-68.5% | $2,597-63.6% |
| Participant deferral / active EE | $1,733 | $3,246-46.6% | $4,395-60.6% | $4,028-57.0% |
| Admin fee / account holder | $402 | $4,397-90.9% | $5,325-92.5% | $5,404-92.6% |