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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 | $29,569-77.8% | $56,077-88.3% | $77,714-91.5% |
| Participation rate | 12.3% | 32.6%-20.4pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1709.28%-1709.3pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $345 | $1,061-67.5% | $1,954-82.4% | $4,649-92.6% |
| Admin fee / account holder | $1,078 | $1,042+3.4% | $2,825-61.8% | $433+148.9% |