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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 | $9,045 | $142,361-93.6% | $119,608-92.4% | $134,509-93.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,038 | $5,224-61.0% | $4,232-51.8% | $4,741-57.0% |
| Participant deferral / active EE | $2,721 | $6,468-57.9% | $5,601-51.4% | $6,400-57.5% |
| Admin fee / account holder | $432 | $13,588-96.8% | $10,326-95.8% | $11,427-96.2% |