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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 | $9,467 | $45,566-79.2% | $64,105-85.2% | $59,633-84.1% |
| Participation rate | 40.5% | 60.2%-19.6pp | 68.2%-27.6pp | 68.7%-28.1pp |
| Annual return | -1.55% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,570 | $2,057-23.6% | $2,822-44.3% | $3,192-50.8% |
| Admin fee / account holder | $1,078 | $3,268-67.0% | $4,499-76.0% | $4,297-74.9% |