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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 | $5,723 | $131,835-95.7% | $108,582-94.7% | $273,972-97.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.17% | -91.57%+96.7pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,041 | $5,127-60.2% | $4,311-52.7% | $5,287-61.4% |
| Admin fee / account holder | $7,025 | $10,253-31.5% | $7,645-8.1% | $10,133-30.7% |