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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 | $2,678 | $58,848-95.4% | $88,179-97.0% | $82,637-96.8% |
| Participation rate | 57.9% | 57.9%0pp | 69.1%-11.2pp | 68.1%-10.2pp |
| Annual return | 127.58% | 22.76%+104.8pp | 64.97%+62.6pp | 53.51%+74.1pp |
| Employer contribution / active EE | $803 | $1,678-52.2% | $2,549-68.5% | $2,552-68.5% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $309 | $4,795-93.6% | $7,673-96.0% | $7,339-95.8% |