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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 | $104,650-98.4% | $83,854-98.0% | $155,188-98.9% |
| Participation rate | 5.9% | 65.1%-59.2pp | 59.1%-53.2pp | 80.8%-74.9pp |
| Annual return | 4.47% | 28.97%-24.5pp | 31.39%-26.9pp | 148.84%-144.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $309 | $2,367-86.9% | $2,035-84.8% | $6,531-95.3% |
| Admin fee / account holder | $9,714 | $3,518+176.1% | $3,197+203.9% | $14,480-32.9% |