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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 | $4,560 | $61,125-92.5% | $94,057-95.2% | $87,485-94.8% |
| Participation rate | 48.6% | 64.1%-15.5pp | 73.3%-24.8pp | 68.9%-20.4pp |
| Annual return | 13.18% | 35.20%-22.0pp | 480.62%-467.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $659 | $2,136-69.1% | $2,933-77.5% | $2,596-74.6% |
| Participant deferral / active EE | $967 | $3,260-70.3% | $4,709-79.5% | $4,274-77.4% |
| Admin fee / account holder | $2,456 | $5,629-56.4% | $7,244-66.1% | $7,775-68.4% |