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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 | $5,450 | $32,117-83.0% | $71,089-92.3% | $64,173-91.5% |
| Participation rate | 33.9% | 42.7%-8.8pp | 54.6%-20.7pp | 69.6%-35.6pp |
| Annual return | -2.69% | -5.57%+2.9pp | 650.65%-653.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $481 | $1,263-61.9% | $1,873-74.3% | $3,470-86.1% |
| Admin fee / account holder | $4,060 | $2,759+47.1% | $3,082+31.7% | $4,887-16.9% |