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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 | $73,787-95.6% | $98,716-96.7% | $82,448-96.1% |
| Participation rate | 21.4% | 61.4%-40.0pp | 69.3%-47.9pp | 68.1%-46.6pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $744 | $1,511-50.7% | $2,279-67.3% | $2,551-70.8% |
| Participant deferral / active EE | $1,692 | $3,081-45.1% | $4,048-58.2% | $4,139-59.1% |
| Admin fee / account holder | $125,455 | $6,500+1830.0% | $8,703+1341.5% | $7,234+1634.2% |