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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 | $3,215 | $76,834-95.8% | $108,359-97.0% | $87,485-96.3% |
| Participation rate | 21.4% | 61.7%-40.3pp | 70.1%-48.7pp | 68.9%-47.5pp |
| Annual return | 13.28% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $744 | $1,556-52.2% | $2,399-69.0% | $2,596-71.3% |
| Participant deferral / active EE | $1,692 | $3,100-45.4% | $4,137-59.1% | $4,274-60.4% |
| Admin fee / account holder | $125,455 | $6,537+1819.1% | $9,741+1187.9% | $7,775+1513.6% |