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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 | $1,546 | $104,650-98.5% | $83,854-98.2% | $155,188-99.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 3.87% | 28.97%-25.1pp | 31.39%-27.5pp | 148.84%-145.0pp |
| Employer contribution / active EE | $178 | $1,196-85.1% | $1,017-82.5% | $4,248-95.8% |
| Participant deferral / active EE | $447 | $2,367-81.1% | $2,035-78.0% | $6,531-93.2% |
| Admin fee / account holder | $10,058 | $3,518+185.9% | $3,197+214.6% | $14,480-30.5% |