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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 | $94,439-98.4% | $73,658-97.9% | $154,746-99.0% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 3.87% | 28.25%-24.4pp | 29.72%-25.9pp | 172.34%-168.5pp |
| Employer contribution / active EE | $178 | $1,257-85.8% | $1,032-82.7% | $4,379-95.9% |
| Participant deferral / active EE | $447 | $2,527-82.3% | $2,062-78.3% | $6,730-93.4% |
| Admin fee / account holder | $10,058 | $3,843+161.7% | $3,357+199.7% | $14,365-30.0% |