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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 | $4,210 | $104,251-96.0% | $91,004-95.4% | $147,585-97.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $961 | $3,116-69.1% | $2,456-60.8% | $4,876-80.3% |
| Participant deferral / active EE | $2,781 | $4,195-33.7% | $3,548-21.6% | $5,439-48.9% |
| Admin fee / account holder | $505 | $8,948-94.4% | $5,417-90.7% | $10,885-95.4% |