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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 | $3,960 | $49,255-92.0% | $70,494-94.4% | $79,856-95.0% |
| Participation rate | 54.1% | 69.2%-15.1pp | 75.1%-21.0pp | 69.6%-15.6pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $539 | $2,100-74.3% | $2,738-80.3% | $2,471-78.2% |
| Participant deferral / active EE | $1,104 | $2,768-60.1% | $3,711-70.2% | $3,741-70.5% |
| Admin fee / account holder | $341 | $2,879-88.1% | $3,848-91.1% | $5,306-93.6% |