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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 | $5,295 | $75,832-93.0% | $147,617-96.4% | $59,633-91.1% |
| Participation rate | 43.9% | 71.6%-27.7pp | 84.6%-40.7pp | 68.7%-24.8pp |
| Annual return | 30.26% | 0.37%+29.9pp | 61.98%-31.7pp | 2041.45%-2011.2pp |
| Employer contribution / active EE | $527 | $3,485-84.9% | $5,564-90.5% | $2,203-76.1% |
| Participant deferral / active EE | $1,205 | $3,131-61.5% | $4,895-75.4% | $3,192-62.3% |
| Admin fee / account holder | $1,275 | $5,986-78.7% | $11,612-89.0% | $4,297-70.3% |