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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 | $6,576 | $29,546-77.7% | $56,441-88.3% | $77,671-91.5% |
| Participation rate | 12.3% | 32.7%-20.4pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1704.21%-1704.2pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $345 | $1,061-67.5% | $1,953-82.4% | $4,648-92.6% |
| Admin fee / account holder | $1,078 | $1,046+3.1% | $2,829-61.9% | $430+150.5% |