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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 | $5,343 | $58,828-90.9% | $78,002-93.2% | $62,881-91.5% |
| Participation rate | 16.3% | 71.1%-54.8pp | 75.5%-59.3pp | 69.3%-53.1pp |
| Annual return | 5.98% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $756 | $1,672-54.8% | $2,470-69.4% | $2,281-66.9% |
| Participant deferral / active EE | $1,916 | $2,686-28.7% | $3,497-45.2% | $3,203-40.2% |
| Admin fee / account holder | $185,229 | $4,393+4116.2% | $5,481+3279.6% | $4,296+4211.9% |