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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 | $17,645 | $45,566-61.3% | $64,105-72.5% | $59,633-70.4% |
| Participation rate | 31.5% | 60.2%-28.7pp | 68.2%-36.7pp | 68.7%-37.2pp |
| Annual return | -2.75% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $964 | $2,057-53.2% | $2,822-65.9% | $3,192-69.8% |
| Admin fee / account holder | $705 | $3,268-78.4% | $4,499-84.3% | $4,297-83.6% |