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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 | $5,481 | $34,316-84.0% | $74,723-92.7% | $72,976-92.5% |
| Participation rate | 42.4% | 42.4%0pp | 54.5%-12.1pp | 69.5%-27.1pp |
| Annual return | 26.84% | 26.58%+0.3pp | 753.18%-726.3pp | 81.02%-54.2pp |
| Employer contribution / active EE | $583 | $692-15.8% | $1,084-46.3% | $2,440-76.1% |
| Participant deferral / active EE | $719 | $1,272-43.4% | $1,962-63.3% | $3,608-80.1% |
| Admin fee / account holder | $787 | $2,125-62.9% | $3,335-76.4% | $5,124-84.6% |