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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 | $1,646 | $94,439-98.3% | $73,658-97.8% | $154,746-98.9% |
| Participation rate | 5.9% | 64.7%-58.8pp | 57.0%-51.2pp | 80.7%-74.8pp |
| Annual return | 4.47% | 28.25%-23.8pp | 29.72%-25.2pp | 172.34%-167.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $309 | $2,527-87.8% | $2,062-85.0% | $6,730-95.4% |
| Admin fee / account holder | $9,714 | $3,843+152.8% | $3,357+189.4% | $14,365-32.4% |