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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 | $8,750 | $52,519-83.3% | $155,789-94.4% | $59,633-85.3% |
| Participation rate | 59.2% | 61.7%-2.5pp | 76.1%-16.9pp | 68.7%-9.5pp |
| Annual return | -0.57% | 53.51%-54.1pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,033 | $3,084-66.5% | $4,798-78.5% | $3,192-67.6% |
| Admin fee / account holder | $471 | $3,540-86.7% | $7,477-93.7% | $4,297-89.0% |