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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 | $6,531 | $87,546-92.5% | $75,784-91.4% | $125,389-94.8% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -0.44% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,779 | $3,930-54.7% | $3,323-46.5% | $4,866-63.4% |
| Participant deferral / active EE | $2,669 | $4,230-36.9% | $3,652-26.9% | $5,352-50.1% |
| Admin fee / account holder | $154,377 | $6,503+2274.1% | $5,300+2812.9% | $9,541+1518.1% |