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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 | $892 | $108,285-99.2% | $77,552-98.9% | $158,982-99.4% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 5.46% | 31.69%-26.2pp | 54.82%-49.4pp | 302.99%-297.5pp |
| Employer contribution / active EE | $324 | $1,325-75.6% | $987-67.2% | $4,763-93.2% |
| Participant deferral / active EE | $324 | $2,455-86.8% | $1,861-82.6% | $5,983-94.6% |
| Admin fee / account holder | $6,264 | $3,709+68.9% | $2,859+119.1% | $11,252-44.3% |