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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 | $4,940 | $117,777-95.8% | $71,778-93.1% | $134,545-96.3% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -20.86% | 25.46%-46.3pp | 9.15%-30.0pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,651 | $3,756-56.0% | $2,656-37.8% | $6,401-74.2% |
| Admin fee / account holder | $4,243 | $6,379-33.5% | $3,974+6.8% | $11,431-62.9% |