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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 | $362 | $174,379-99.8% | $152,093-99.8% | $138,895-99.7% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 12.87% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,362 | $6,159-61.6% | $5,451-56.7% | $6,396-63.1% |
| Admin fee / account holder | $71,192 | $16,880+321.8% | $14,497+391.1% | $12,562+466.7% |