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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 | $3,801 | $88,707-95.7% | $74,184-94.9% | $273,972-98.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 2.67% | 11.94%-9.3pp | 17.74%-15.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $4,131 | $3,159+30.7% | $2,370+74.3% | $4,869-15.2% |
| Participant deferral / active EE | $7,306 | $4,212+73.5% | $3,550+105.8% | $5,287+38.2% |
| Admin fee / account holder | $13,853 | $8,717+58.9% | $5,586+148.0% | $10,133+36.7% |