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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 | $3,890 | $52,519-92.6% | $155,789-97.5% | $59,633-93.5% |
| Participation rate | 37.2% | 61.7%-24.5pp | 76.1%-38.9pp | 68.7%-31.5pp |
| Annual return | 1.28% | 53.51%-52.2pp | 71.54%-70.3pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $321 | $1,589-79.8% | $3,839-91.6% | $2,203-85.4% |
| Participant deferral / active EE | $1,061 | $3,084-65.6% | $4,798-77.9% | $3,192-66.7% |
| Admin fee / account holder | $643 | $3,540-81.8% | $7,477-91.4% | $4,297-85.0% |