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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 | $3,564 | $93,117-96.2% | $77,096-95.4% | $134,532-97.4% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -17.08% | 62.67%-79.7pp | 42.35%-59.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,337 | $5,241-74.5% | $4,429-69.8% | $6,401-79.1% |
| Admin fee / account holder | $1,285 | $6,948-81.5% | $5,428-76.3% | $11,429-88.8% |