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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 | $398 | $116,167-99.7% | $64,489-99.4% | $137,256-99.7% |
| Participation rate | 52.6% | 68.2%-15.6pp | 67.7%-15.1pp | 80.0%-27.3pp |
| Annual return | 29.98% | 36.55%-6.6pp | 55.03%-25.0pp | 220.34%-190.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $640 | $4,215-84.8% | $2,778-77.0% | $6,407-90.0% |
| Admin fee / account holder | $464 | $6,188-92.5% | $4,260-89.1% | $12,270-96.2% |