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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 | $7,091 | $95,406-92.6% | $185,849-96.2% | $85,847-91.7% |
| Participation rate | 25.0% | 68.8%-43.8pp | 81.7%-56.7pp | 69.3%-44.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,581 | $3,424-53.8% | $5,569-71.6% | $3,952-60.0% |
| Admin fee / account holder | $326 | $7,214-95.5% | $16,244-98.0% | $6,261-94.8% |