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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 | $2,071 | $27,639-92.5% | $61,501-96.6% | $68,490-97.0% |
| Participation rate | 10.0% | 39.5%-29.5pp | 52.6%-42.6pp | 67.9%-57.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $178 | $696-74.4% | $1,160-84.7% | $2,597-93.1% |
| Participant deferral / active EE | $268 | $1,264-78.8% | $2,125-87.4% | $4,028-93.4% |
| Admin fee / account holder | $1,026 | $2,012-49.0% | $2,132-51.8% | $5,403-81.0% |