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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 | $2,216 | $90,486-97.6% | $78,676-97.2% | $273,972-99.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 3.17% | 75.62%-72.5pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $457 | $3,175-85.6% | $2,850-84.0% | $4,869-90.6% |
| Participant deferral / active EE | $661 | $3,901-83.0% | $3,517-81.2% | $5,287-87.5% |
| Admin fee / account holder | $23,853 | $5,263+353.2% | $4,510+428.9% | $10,133+135.4% |