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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 | $6,160 | $30,732-80.0% | $59,496-89.6% | $59,633-89.7% |
| Participation rate | 51.9% | 43.2%+8.6pp | 54.6%-2.7pp | 68.7%-16.8pp |
| Annual return | -2.08% | 4.47%-6.5pp | 182.05%-184.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,002 | $1,183-15.3% | $1,829-45.2% | $3,192-68.6% |
| Admin fee / account holder | $497 | $2,136-76.7% | $2,232-77.7% | $4,297-88.4% |