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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 | $4,039 | $53,128-92.4% | $86,582-95.3% | $70,126-94.2% |
| Participation rate | 42.9% | 65.3%-22.4pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 17.81% | 27.66%-9.9pp | 965.08%-947.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,069 | $2,695-60.3% | $3,609-70.4% | $3,332-67.9% |
| Admin fee / account holder | $342 | $3,584-90.5% | $4,904-93.0% | $4,645-92.6% |