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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 | $4,790 | $35,183-86.4% | $73,550-93.5% | $70,126-93.2% |
| Participation rate | 20.0% | 42.9%-22.9pp | 54.9%-34.9pp | 69.5%-49.5pp |
| Annual return | 291.88% | 26.90%+265.0pp | -15.16%+307.0pp | 73.15%+218.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $529 | $1,220-56.6% | $1,804-70.7% | $3,332-84.1% |
| Admin fee / account holder | $330 | $2,302-85.7% | $2,320-85.8% | $4,645-92.9% |