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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 | $4,478 | $78,694-94.3% | $67,653-93.4% | $125,388-96.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 2.34% | 9.46%-7.1pp | 6625.22%-6622.9pp | 282.24%-279.9pp |
| Employer contribution / active EE | $1,800 | $3,044-40.9% | $2,266-20.6% | $4,866-63.0% |
| Participant deferral / active EE | $1,561 | $4,292-63.6% | $3,560-56.2% | $5,352-70.8% |
| Admin fee / account holder | $6,525 | $7,403-11.9% | $4,821+35.3% | $9,541-31.6% |