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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 | $4,995 | $26,137-80.9% | $58,561-91.5% | $74,460-93.3% |
| Participation rate | 22.3% | 32.2%-9.9pp | 50.9%-28.6pp | 70.7%-48.5pp |
| Annual return | 33.06% | 32.53%+0.5pp | 4251.33%-4218.3pp | 34.38%-1.3pp |
| Employer contribution / active EE | $360 | $537-32.9% | $1,053-65.8% | $2,638-86.4% |
| Participant deferral / active EE | $482 | $1,076-55.2% | $1,923-74.9% | $4,530-89.4% |
| Admin fee / account holder | $335 | $648-48.4% | $2,520-86.7% | $348-3.8% |