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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 | $5,051 | $61,338-91.8% | $149,717-96.6% | $71,495-92.9% |
| Participation rate | 44.8% | 62.5%-17.7pp | 78.8%-34.0pp | 67.9%-23.1pp |
| Annual return | 14.55% | 35.86%-21.3pp | 134.41%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $481 | $2,381-79.8% | $4,820-90.0% | $2,589-81.4% |
| Participant deferral / active EE | $1,032 | $2,919-64.7% | $5,682-81.8% | $4,291-76.0% |
| Admin fee / account holder | $3,173 | $1,263+151.3% | $13,213-76.0% | $1,588+99.8% |