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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 | $1,174 | $100,139-98.8% | $85,187-98.6% | $145,884-99.2% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 15.88% | 84.15%-68.3pp | 66.67%-50.8pp | 551.85%-536.0pp |
| Employer contribution / active EE | $881 | $3,238-72.8% | $2,732-67.8% | $4,662-81.1% |
| Participant deferral / active EE | $1,395 | $5,296-73.7% | $4,525-69.2% | $6,690-79.1% |
| Admin fee / account holder | $15,018 | $7,262+106.8% | $6,162+143.7% | $13,392+12.1% |