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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 | $3,446 | $108,226-96.8% | $77,513-95.6% | $158,950-97.8% |
| Participation rate | 28.6% | 64.4%-35.8pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | -0.15% | 31.67%-31.8pp | 54.81%-55.0pp | 302.91%-303.1pp |
| Employer contribution / active EE | $12 | $1,325-99.1% | $987-98.8% | $4,762-99.8% |
| Participant deferral / active EE | $888 | $2,456-63.9% | $1,861-52.3% | $5,983-85.2% |
| Admin fee / account holder | $3,929 | $3,710+5.9% | $2,859+37.4% | $11,248-65.1% |