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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 | $4,048 | $58,888-93.1% | $178,498-97.7% | $73,493-94.5% |
| Participation rate | 58.1% | 66.2%-8.2pp | 81.9%-23.9pp | 70.7%-12.6pp |
| Annual return | 23.21% | 24.86%-1.7pp | 151.09%-127.9pp | 28.51%-5.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $881 | $2,568-65.7% | $5,202-83.1% | $3,740-76.4% |
| Admin fee / account holder | $492 | $400+22.9% | $13,985-96.5% | $513-4.1% |