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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 | $2,315 | $85,169-97.3% | $172,755-98.7% | $72,983-96.8% |
| Participation rate | 19.2% | 70.1%-50.8pp | 82.6%-63.4pp | 69.5%-50.3pp |
| Annual return | 19.23% | 27.32%-8.1pp | 802.94%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,139 | $3,324-65.7% | $5,144-77.9% | $2,440-53.3% |
| Participant deferral / active EE | $1,481 | $3,260-54.6% | $5,198-71.5% | $3,608-58.9% |
| Admin fee / account holder | $2,227 | $5,880-62.1% | $13,955-84.0% | $5,124-56.5% |