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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 | $5,286 | $100,073-94.7% | $85,126-93.8% | $145,877-96.4% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 8.93% | 84.11%-75.2pp | 66.63%-57.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $940 | $3,236-71.0% | $2,731-65.6% | $4,663-79.8% |
| Participant deferral / active EE | $1,132 | $5,294-78.6% | $4,523-75.0% | $6,691-83.1% |
| Admin fee / account holder | $19,959 | $7,261+174.9% | $6,160+224.0% | $13,402+48.9% |