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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 | $2,852 | $145,431-98.0% | $211,142-98.6% | $87,485-96.7% |
| Participation rate | 7.7% | 84.7%-77.1pp | 87.3%-79.6pp | 68.9%-61.2pp |
| Annual return | 14.27% | 27.21%-12.9pp | 46.84%-32.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,248 | $4,662-51.8% | $6,442-65.1% | $2,596-13.4% |
| Participant deferral / active EE | $4,663 | $6,859-32.0% | $9,284-49.8% | $4,274+9.1% |
| Admin fee / account holder | $323,226 | $17,052+1795.6% | $19,076+1594.4% | $7,775+4057.4% |