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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 | $51 | $87,166-99.9% | $76,735-99.9% | $137,256-100.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 14.56% | 26.50%-11.9pp | 29.77%-15.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,861 | $4,726+66.3% | $4,088+92.3% | $6,407+22.7% |
| Admin fee / account holder | $42,646 | $8,403+407.5% | $7,189+493.2% | $12,270+247.6% |