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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 | $316 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 8.3% | 64.7%-56.3pp | 57.0%-48.7pp | 80.7%-72.4pp |
| Annual return | 7.69% | 28.25%-20.6pp | 29.72%-22.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $290 | $2,527-88.5% | $2,062-85.9% | $6,730-95.7% |
| Admin fee / account holder | $4,692 | $3,843+22.1% | $3,357+39.8% | $14,365-67.3% |