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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 | $2,073 | $84,518-97.5% | $67,704-96.9% | $125,389-98.3% |
| Participation rate | 55.6% | 74.8%-19.2pp | 67.5%-12.0pp | 83.2%-27.6pp |
| Annual return | 1.66% | 2.57%-0.9pp | 25.41%-23.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $798 | $4,430-82.0% | $3,585-77.7% | $5,352-85.1% |
| Admin fee / account holder | $2,744 | $5,340-48.6% | $4,255-35.5% | $9,541-71.2% |