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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 | $5,897 | $83,337-92.9% | $67,834-91.3% | $273,972-97.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 4.17% | 259.45%-255.3pp | 138.47%-134.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,035 | $4,088-74.7% | $3,160-67.2% | $5,287-80.4% |
| Admin fee / account holder | $545 | $6,752-91.9% | $4,622-88.2% | $10,133-94.6% |